Investment adviser · CRD 113360
CROSSMARK GLOBAL INVESTMENTS, INC.
Investment adviser filing (IA)
HOUSTON, TX, United States · Form ADV filed Jun 23, 2026
- Regulatory AUM
- $8.98B Form ADV · Item 5.F
- Client accounts
- 7,890 Accounts, not individual clients
- Employees
- 54 Reported in this filing
- Advisory professionals
- 14 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 5,579 | $2,572,514,185 | 28.6% |
| Charities | 216 | $2,220,458,056 | 24.7% |
| Investment companies | 12 | $2,123,048,276 | 23.6% |
| Corporations & businesses | 68 | $740,553,788 | 8.2% |
| High-net-worth individuals | 35 | $480,862,550 | 5.4% |
| Other clients | 1,959 | $430,928,210 | 4.8% |
| Retirement plans | 26 | $329,960,779 | 3.7% |
| Insurance companies | Fewer than 5 | $73,386,386 | 0.8% |
| Government entities | Fewer than 5 | $12,099,814 | 0.1% |
Filing source
Form ADV 2114828 · Jun 23, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 23, 2026. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
9753 KATY FREEWAY, SUITE 200HOUSTON, TX, 77024, United States
CRD 113360
Filing source
Form ADV 2114828 · Jun 23, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.