| Name | Title | Ownership | Since |
|---|---|---|---|
| Crossmark Global Holdings, Inc. Control | Parent Company | Over 75% | 2017 |
| Jim Anthony Coppedge Control | Chief Compliance Officer | Under 5% | 2017 |
| Robert Charles Doll Control | Chief Executive Officer | Under 5% | 2024 |
Crossmark Wealth Management, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
Crossmark Wealth Management, LLC reports 6 employees.
Crossmark Wealth Management, LLC is based in Houston, TX and has been SEC-registered since 2017.
Crossmark Wealth Management, LLC 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. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.11B |
| Non-discretionary | $142K |
| Total (RAUM) | $1.11B |