SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Crossmark Global Investments, Inc.
Houston, TX
CRD 113360
Firm filing updated June 23, 2026 ·
- $9BAssets
- 14Advisory staff
- 7,890Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals5,579
- Charities216
- Corporations or other businesses68
- High net worth individuals35
- Pension and profit sharing plans26
- and 1 more12
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 5,579 | $2.6 billion |
| High net worth individuals | 35 | $480.9 million |
| Investment companies | 12 | $2.1 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 26 | $330.0 million |
| Charitable organizations | 216 | $2.2 billion |
| State or municipal government entities (including government pension plans) | Fewer than 5 clients | $12.1 million |
| Insurance companies | Fewer than 5 clients | $73.4 million |
| Corporations or other businesses not listed above | 68 | $740.6 million |
| Other: "MODEL TRADED ACCOUNTS" | 1,959 | $430.9 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses (other than small businesses) or institutional clients
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses (other than small businesses) or institutional clients
Assets and accounts
- Regulatory assets$9.0 billion
- Accounts7,890
- Discretionary$8.6 billion · 5,931 accounts
- Non-discretionary$430.9 million · 1,959 accounts
People
- Employees54
- Advisory staff14
- Broker-dealer reps28
- Licensed insurance agents0
Advisors
8 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 113360, SEC file 801-17695.
- Registered with the SEC as an investment advisor (status date on record: July 26, 1982).
Is Crossmark Global Investments, Inc. a fiduciary?
Short answer: Crossmark Global Investments, Inc. is registered with the SEC as an investment advisor. Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 28 staff are broker-dealer representatives and the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.