Data / Investment advisers / Texas / Crossmark Wealth Management, LLC
Crossmark Wealth Management, LLC, Houston, TX: $1.2 billion AUM, SEC registered investment adviser
Crossmark Wealth Management, LLC is an SEC registered investment adviser with its main office in Houston, Texas and reports $1.2 billion in regulatory assets under management in its Form ADV filed August 4, 2026. Its clients include charitable organizations, pension and profit sharing plans and high net worth individuals. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 289004
- SEC file number
- 801-110915
- SEC status
- Approved, effective July 31, 2017
- Main office
- 9753 Katy Freeway Suite 200, Houston, TX 77024
- Phone
- (713) 260-9000
- Website
- crossmarkwealth.com
- Regulatory AUM
- $1,185,087,606 in the Form ADV filed August 4, 2026
- Discretionary AUM
- $1,184,925,428
- Non discretionary AUM
- $162,178
- Accounts
- 723
- Employees
- 6, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 4, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 202 | $511.2 million |
| Pension and profit sharing plans | 22 | $330.7 million |
| High net worth individuals | 216 | $269.6 million |
| Individuals (other than high net worth individuals) | 271 | $54.8 million |
| Corporations or other businesses | 12 | $18.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| July 1, 2026 | $1.19 billion | June 23, 2026 |
| December 1, 2025 | $1.11 billion | June 29, 2025 |
Other advisers in Houston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Allied Industrial Partners | Houston | $1.33 billion | 9 | adviserinfo.sec.gov |
| Callahan Advisors, LLC | Houston | $1.33 billion | Not listed | adviserinfo.sec.gov |
| Amberjack Capital Partners, L.P. | Houston | $1.25 billion | 14 | adviserinfo.sec.gov |
| Childress Capital Advisors, LLC | Houston | $1.21 billion | Not listed | adviserinfo.sec.gov |
| Autumn Lane Advisors, LLC | Houston | $1.20 billion | 13 | adviserinfo.sec.gov |
| The Capstreet Group, LLC | Houston | $1.16 billion | 5 | adviserinfo.sec.gov |
| Sarofim Realty Advisors LLC | Houston | $1.16 billion | 2 | adviserinfo.sec.gov |
| Arkos Global Advisors, LLC | Houston | $1.15 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Houston, TX
- Investment advisers in Texas
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving charitable organizations
- Advisers serving pension and profit sharing plans
- Crossmark Wealth Management, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.