Crossmark Wealth Management, LLC

5 registered advisors · 0 reported ETFs · $0 reported ETF value · $1.2B regulatory AUM

Crossmark Wealth Management, LLC is an investment adviser that files Form ADV with the SEC in Houston, TX, with 5 registered advisors, reporting $1.2B in regulatory assets under management. Its 13F filings report 0 ETF positions worth $0.

Last updated 2026-08-04 (latest Form ADV filing)

Scale

How this firm compares

Ratios computed from the firm's own Form ADV filing. Each caption ranks the firm against every other firm that reported the same figures.

  • Regulatory AUM$1.2BModerateTop 29%
  • Clients per advisor144.6HighTop 14%
  • Average AUM per client$1.6MLowTop 64%
  • High-net-worth share of clients29.9%ModerateTop 37%

What the firm filed with the SEC

Form ADV facts as filed, most recently 2026-08-04. Figures are the firm's own reported numbers.

Identity

Registration

Item 1 and registration status.

Registration type
Registered
SEC registration status
APPROVED
Registered since
2017-07-31
SEC file number
801-110915
Form version
10/2021
Latest Form ADV filing
2026-08-04
Address
9753 Katy Freeway, Suite 200, Houston, TX 77024, United States
Phone
713-260-9000
Website
http://www.crossmarkwealth.com

Size

People and clients

Items 5.A through 5.D.

Employees
6
Registered advisors
5
Offices
3
Clients
723
Clients per advisor
144.6
High-net-worth share of clients
29.9%

Assets

Assets under management

Item 5.F and custody.

Regulatory AUM
$1,185,087,606
Discretionary AUM
$1,184,925,428
Non-discretionary AUM
$162,178
Total accounts
723
Average AUM per client
$1,639,125

Clients

Who the firm serves

Item 5.D, by reported assets.

  • Charitable organizations202 clients
    $511.2M
  • Pension and profit-sharing plans22 clients
    $330.7M
  • High net worth individuals216 clients
    $269.6M
  • Individuals (non-HNW)271 clients
    $54.8M
  • Corporations or other businesses12 clients
    $18.8M

Practice

How the firm operates

Items 4 through 9.

Services
Financial Planning Services; Portfolio Management: Individuals and Small Businesses; Portfolio Management: Businesses or Institutional Clients; Pension Consulting Services; Selection of Other Advisers
Fee types
Compensation: Percentage of Assets Under Management; Compensation: Fixed Fees (Other Than Subscription)
Affiliations
Related Person Is: Broker-Dealer or Municipal Securities Dea; Related Person Is: Other Investment Adviser (Incl. Financial; Related Person Is: Insurance Company or Agency; Related Person Is: Sponsor or GP of Pooled Investment Vehicl

Source: SEC Form ADV filed by CRD 289004. View the official SEC IAPD record

Reported ETF investments

Reported 13F ETF positions, largest first
FundReported valueShare of reported ETF valueFund research

Registered advisors

Offices

Offices on the Form ADV filing
AddressCityStateAdvisors
9753 Katy FreewayHoustonTX5
Medford Lakes, NJMedford LakesNJ1
5 Vaugh DrivePrincetonNJ1

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.