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CROSSMARK GLOBAL INVESTMENTS, INC.

HOUSTON, TX · CRD 113360 · IAPD ↗ · crossmarkglobal.com · 713-260-9000

$8.98BRegulatory AUM
14Advisory reps
54Employees
0Clients
n/aPlanning clients
0Private funds
52States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
July 2026 — CROSSMARK GLOBAL INVESTMENTS, INC. added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
July 2026 — CROSSMARK GLOBAL INVESTMENTS, INC. reported RAUM up 27% ($7.09B -> $8.98B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
73
July 2026 — CROSSMARK GLOBAL INVESTMENTS, INC. grew from 11 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.