Crossmark Wealth Management, LLC
● SEC registered since 2017CRD 289004SEC# 801-110915Houston, TX
Reg. AUM
$1.19B
Employees
6
Accounts
723
Location
Houston, TX
Crossmark Wealth Management, LLC assets under management
Crossmark Wealth Management, LLC is an SEC-registered investment adviser based in Houston, TX. The firm has been registered since 2017. It reports $1.2 billion in regulatory assets under management and employs 6 people.
Crossmark Wealth Management, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Crossmark Global Holdings, Inc. Control | Parent Company | Over 75% | 2017 |
| Jim Anthony Coppedge Control | Chief Compliance Officer | Under 5% | 2017 |
| Robert Charles Doll Control | Chief Executive Officer | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Crossmark Wealth Management, LLC manage?
Crossmark Wealth Management, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.
How many employees does Crossmark Wealth Management, LLC have?
Crossmark Wealth Management, LLC reports 6 employees.
Where is Crossmark Wealth Management, LLC located?
Crossmark Wealth Management, LLC is based in Houston, TX and has been SEC-registered since 2017.
Does Crossmark Wealth Management, LLC disclose fund performance?
Crossmark Wealth Management, LLC 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. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.19B▲ 7%
Jun '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 30%
Larger than 70% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$1.19Bregulatory AUM
Discretionary $1.18BNon-discretionary $162K