Crossmark Global Investments, Inc.
● SEC registered since 1982CRD 113360SEC# 801-17695Houston, TX
Reg. AUM
$8.98B
Employees
54
Accounts
7,890
Location
Houston, TX
Crossmark Global Investments, Inc. assets under management
Crossmark Global Investments, Inc. is an SEC-registered investment adviser based in Houston, TX. The firm has been registered since 1982. It reports $9 billion in regulatory assets under management and employs 54 people.
Crossmark Global Investments, Inc. owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Crossmark Global Holdings, Inc. Control | Parent Company | Over 75% | 1987 |
| Heather Treigle Lindsey Control | Managing Director | Under 5% | 2021 |
| James Allen Jacoby Control | Chief Operating Officer | Under 5% | 2022 |
| Jim Anthony Coppedge Control | Chief Compliance Officer, General Counsel, And Corporate Secretary | Under 5% | 2017 |
| Robert Charles Doll Control | Chief Executive Officer / Chief Investment Officer | Under 5% | 2024 |
| Victoria Lynn Fernandez Control | Chief Market Strategist | Under 5% | 2014 |
| Assemblies of God Financial Services Group Dba Agfinancial Control | Shareholder | Over 75% | 2015 |
| Steward Financial Holdings, Inc. Control | Shareholder | Over 75% | 2015 |
Frequently asked questions
How much does Crossmark Global Investments, Inc. manage?
Crossmark Global Investments, Inc. reports $9 billion in regulatory assets under management on its Form ADV.
How many employees does Crossmark Global Investments, Inc. have?
Crossmark Global Investments, Inc. reports 54 employees.
Where is Crossmark Global Investments, Inc. located?
Crossmark Global Investments, Inc. is based in Houston, TX and has been SEC-registered since 1982.
Does Crossmark Global Investments, Inc. disclose fund performance?
Crossmark Global Investments, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9753 Katy Freeway, Suite 200, Houston, TX 77024 |
| Phone | 713-260-9000 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$8.98B▲ 27%
Jun '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 9%
Larger than 91% of 16,306 advisers
EmployeesTop 11%
More than 89% of 16,824 advisers
Assets under management
$8.98Bregulatory AUM
Discretionary $8.55BNon-discretionary $430.9M