Crossmark Global Investments provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutions.
Crossmark Global Investments reports 7,902 clients. They include 5,579 individual clients, 1,959 other clients and 216 charitable organizations. Of its assets, 95.2% ($8.55B across 5,931 accounts) are managed with discretion; $431M across 1,959 accounts are not. A wrap fee program the firm both sponsors and manages holds $2.44B.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 71% | 29% |
| High-net-worth individuals | <1% | 5% |
| Investment companies | <1% | 24% |
| Pension and profit-sharing plans | <1% | 4% |
| Charitable organizations | 3% | 25% |
| Other client typesState or municipal government entities; Insurance companies; Corporations and other businesses; Other | 26% | 14% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 5,579 | $2.57B | 28.6% | $461K |
| High-net-worth individuals | 35 | $481M | 5.4% | $13.7M |
| Investment companies | 12 | $2.12B | 23.6% | $177M |
| Pension and profit-sharing plans | 26 | $330M | 3.7% | $12.7M |
| Charitable organizations | 216 | $2.22B | 24.7% | $10.3M |
| State or municipal government entities | Fewer than 5 | $12.1M | 0.1% | $3.02M |
| Insurance companies | Fewer than 5 | $73.4M | 0.8% | $24.5M |
| Corporations and other businesses | 68 | $741M | 8.2% | $10.9M |
| Other | 1,959 | $431M | 4.8% | $220K |
| Total | 7,902 | $8.98B | 100% | — |
- Clients
- 5,579
- Regulatory AUM
- $2.57B
- AUM share
- 28.6%
- Avg. per client
- $461K
- Clients
- 35
- Regulatory AUM
- $481M
- AUM share
- 5.4%
- Avg. per client
- $13.7M
- Clients
- 12
- Regulatory AUM
- $2.12B
- AUM share
- 23.6%
- Avg. per client
- $177M
- Clients
- 26
- Regulatory AUM
- $330M
- AUM share
- 3.7%
- Avg. per client
- $12.7M
- Clients
- 216
- Regulatory AUM
- $2.22B
- AUM share
- 24.7%
- Avg. per client
- $10.3M
- Clients
- Fewer than 5
- Regulatory AUM
- $12.1M
- AUM share
- 0.1%
- Avg. per client
- $3.02M
- Clients
- Fewer than 5
- Regulatory AUM
- $73.4M
- AUM share
- 0.8%
- Avg. per client
- $24.5M
- Clients
- 68
- Regulatory AUM
- $741M
- AUM share
- 8.2%
- Avg. per client
- $10.9M
- Clients
- 1,959
- Regulatory AUM
- $431M
- AUM share
- 4.8%
- Avg. per client
- $220K
Total
- Clients
- 7,902
- Regulatory AUM
- $8.98B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Crossmark Global Investments is paid through a percentage of assets under management; its fees and minimums are set out in its brochures on the SEC website.
Crossmark Global Holdings, Inc. owns 75% or more of Crossmark Global Investments and is in turn owned by Steward Financial Holdings, Inc. (75% or more). Robert Doll is CEO; the leadership team includes Chief Operating Officer James Jacoby and Chief Compliance Officer Jim Coppedge. It has 54 employees, 14 of them in advisory roles.
Leadership
Robert DollChief Executive Officer / Chief Investment Officer
James JacobyChief Operating Officer
Jim CoppedgeChief Compliance Officer, General Counsel, and Corporate Secretary- Victoria FernandezChief Market Strategist
Heather LindseyManaging Director
Investment adviser representatives
23 representatives listed in the SEC register as of 9 October 2026.
- Steven Craig Blokdyk
- Christopher Lewis Chandler
- Jared Robert Cullivan
- Courtney Noel Curtis
- Elaine Kay Erdem
- Patrick Neil Garboden
- Seth Benjamin Gasick
- Robert Ghandour
- Kyu Suk Han
- Grant Dillingham Heemer
- Robert Andrew Karisch
- Geo Thomas Kuzhippil
- Parker Laine Levinthal
- Luke Anthony Lloyd
- Mary Lynn Meadows
- Patricia Mims
- Michelle Cisneros Ruch
- Audra Seymour Shammai
- Ryan Kent Smith
- Scott Howard Wynant
Staff
- 54 employees
- 14 in advisory functions
- 14 state-registered reps
- 28 broker-dealer reps
- 5 soliciting firms
- Owns 75% or more of Crossmark Global Investments, Inc.
Crossmark Global Holdings, Inc.
Control person · since June 1987
- Owns 75% or more of Crossmark Global Holdings, Inc.
Steward Financial Holdings, Inc.
Control person · since March 2015
- Owns 75% or more of Steward Financial Holdings, Inc.
Assemblies of God Financial Services Group Dba Agfinancial
Control person · since March 2015
Crossmark Global Investments’ regulatory assets grew 1.6× from $5.53B (June 2021) to $8.98B (June 2026); clients rose from 3,694 to 7,902 and employees from 40 to 54.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| June 2026 | $8.98B | 7,902 | 54 | 3 |
| June 2025 | $7.09B | 5,424 | 51 | 2 |
| June 2024 | $7B | 6,209 | 51 | 2 |
| July 2023 | $5.81B | 5,624 | 45 | 2 |
| June 2022 | $5.78B | 4,199 | 45 | 2 |
| June 2021 | $5.53B | 3,694 | 40 | 2 |
Besides its headquarters, Crossmark Global Investments has 2 offices, with 3 listed addresses in Massachusetts, New Jersey and Texas.
Massachusetts · 1 listed address
- 77 Sleeper Street, Boston
New Jersey · 1 listed address
- 5 Vaughn Drive, Princeton
Texas · 1 listed address
- 9753 Katy Freeway, Suite 200, HoustonHQ
Contact and registration details
- Legal name
- Crossmark Global Investments, Inc.
- Headquarters
- 9753 Katy Freeway, Suite 200, Houston, TX 77024
- Website
- crossmarkglobal.com
- Phone
- 713-260-9000
- @crossmark-global-investments
- SEC file
- 801-17695
- Structure
- Delaware corporation
- Fiscal year end
- March
Crossmark Global Investments uses US Bancorp ($1.1B, 31%), Wells Fargo Advisors Financial Network ($1.02B, 29%) and State Street Bank & Trust ($781M, 22%), among others, as custodians for its separately managed accounts. Crossmark Global Investments does not have custody of client assets.
- FidelityNational Financial Services LLC · Boston, MA · $648M18%
- Wells Fargo Advisors Financial NetworkWells Fargo Advisors Financial Network, LLC · St. Louis, MO · $1.02B29%
- US BancorpUS Bancorp · Minneapolis, MN · $1.1B31%
- State Street Bank & TrustState Street Bank & Trust Company · Boston, MA · $781M22%
At year end, Crossmark Global Investments’ separately managed accounts were mostly in stocks (76%) and bonds (21%).
What the accounts hold
- Stocks76%
- Bonds21%
- Investment grade corporate bonds9%
- State and local bonds7%
- U.S. government and agency bonds5%
- Cash3%
How many clients does Crossmark Global Investments have?
Crossmark Global Investments has 7,902 clients and manages $8.98 billion for them, as of June 2026. They include 5,579 individual clients, 1,959 other clients and 216 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 June 2026
What services does Crossmark Global Investments offer?
Crossmark Global Investments provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Crossmark Global Investments use?
Crossmark Global Investments’ separately managed account assets are held at US Bancorp (Minneapolis, MN), with $1.1B, Wells Fargo Advisors Financial Network, LLC (St. Louis, MO), with $1.02B, State Street Bank & Trust Company (Boston, MA), with $781M and National Financial Services LLC (Boston, MA), with $648M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 June 2026
How many financial advisors does Crossmark Global Investments have?
Crossmark Global Investments has 14 investment adviser representatives registered with state securities authorities, out of 54 employees, and 14 perform investment advisory functions. 28 employees are registered representatives of a broker-dealer and 0 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Crossmark Global Investments invest in?
At the end of its last fiscal year, Crossmark Global Investments’ separately managed accounts held 76% exchange-traded equities, 9% investment grade corporate bonds, 7% state and local bonds, 5% U.S. government and agency bonds and 3% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Crossmark Global Investments?
Crossmark Global Investments is owned through a chain of holding companies by Assemblies of God Financial Services Group Dba Agfinancial. Its direct owner is Crossmark Global Holdings, Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 23 June 2026
How does Crossmark Global Investments get paid?
Crossmark Global Investments is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Crossmark Global Investments?
Crossmark Global Investments’ main office is at 9753 Katy Freeway, Suite 200, Houston, TX 77024. Its phone number is 713-260-9000. Its website is crossmarkglobal.com.