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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Crossmark Global Investments offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Crossmark Global Investments use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Crossmark Global Investments have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Crossmark Global Investments invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Crossmark Global Investments?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Crossmark Global Investments get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Crossmark Global Investments?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 23 June 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}