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CROSSMARK GLOBAL INVESTMENTS, INC.
CRD 113360File 801-17695
APPROVED
Retail clients
Filing as of Jun 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$8.98B
Top 10% of cohort (national)
Discretionary AUM
$8.55B
Non-discretionary $430.9M
Clients
5,943
7,890 accounts
Employees
54
Top 10% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jul 26, 1982
- Principal office
- 9753 KATY FREEWAY, SUITE 200, HOUSTON, TX, 77024
- Phone
- 713-260-9000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $8.98B
- Discretionary AUM
- $8.55B
- Non-discretionary AUM
- $430.9M
- Discretionary accounts
- 5,931
- Non-discretionary accounts
- 1,959
- Total accounts
- 7,890
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 68 | $740.6M |
| Insurance companies | Fewer than 5 | $73.4M |
| Investment companies | 12 | $2.12B |
| Charitable organizations | 216 | $2.22B |
| High net worth individuals | 35 | $480.9M |
| Pension and profit sharing plans | 26 | $330.0M |
| State or municipal government entities | Fewer than 5 | $12.1M |
| Individuals (other than high net worth individuals) | 5,579 | $2.57B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 7,902 | 5,943 | decreased by1,959 |
| Jul 1, 2026 | Employees | 51 | 54 | increased by3 |
| Jul 1, 2026 | Clients | 5,424 | 7,902 | increased by2,478 |
| Jul 1, 2026 | AUM | $7,093,712,521 | $8,983,812,044 | increased by$1,890,099,523 |
| Jul 1, 2026 | Accounts | 5,314 | 7,890 | increased by2,576 |
| Dec 1, 2025 vs May 1, 2025 | Disclosures | Yes | No | |
| Dec 1, 2025 vs May 1, 2025 | Clients | 6,209 | 5,424 | decreased by785 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $6,998,074,433 | $7,093,712,521 | increased by$95,638,088 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 6,198 | 5,314 | decreased by884 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 45 | 51 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 4,199 | 6,209 | increased by2,010 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $5,779,556,509 | $6,998,074,433 | increased by$1,218,517,924 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 4,188 | 6,198 | increased by2,010 |
| Jul 1, 2022 | Employees | 40 | 45 | increased by5 |
| Jul 1, 2022 | Clients | 3,694 | 4,199 | increased by505 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CROSSMARK GLOBAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CROSSMARK GLOBAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.