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CROSSMARK GLOBAL INVESTMENTS, INC.
CRD 113360File 801-17695
APPROVED
Retail clients
Filing as of Jun 23, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 7902 | 5943 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.