| Name | Title | Ownership | Since |
|---|---|---|---|
| Crossmark Global Holdings, Inc. Control | Parent Company | Over 75% | 1987 |
| Heather Treigle Lindsey Control | Managing Director | Under 5% | 2021 |
| James Allen Jacoby Control | Chief Operating Officer | Under 5% | 2022 |
Crossmark Global Investments, Inc. reports $7.1 billion in regulatory assets under management on its Form ADV.
Crossmark Global Investments, Inc. reports 51 employees.
Crossmark Global Investments, Inc. is based in Houston, TX and has been SEC-registered since 1982.
Crossmark Global Investments, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 15375 Memorial Drive, Suite 200, Houston, TX 77079 |
| Phone | 713-260-9000 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $7.05B |
| Non-discretionary | $45.3M |
| Total (RAUM) | $7.09B |