Crossmark Global Investments, Inc.
- Regulatory AUM
- $9.0B
- Discretionary
- $8.6B
- Clients
- 7,902
- Avg AUM / client
- $1.1M
- Accounts
- 7,890
- Employees
- 54
AUM over time
Annual snapshots from Form ADV filings · as of Jun 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 5,579 | $2.6B | 28.6% |
| High net worth individuals | 35 | $481M | 5.35% |
| Investment companies | 12 | $2.1B | 23.6% |
| Pension and profit sharing plans | 26 | $330M | 3.67% |
| Charitable organizations | 216 | $2.2B | 24.7% |
| State or municipal government entities | 4 | $12.1M | 0.13% |
| Insurance companies | 3 | $73.4M | 0.82% |
| Corporations and other businesses | 68 | $741M | 8.24% |
| Other | 1,959 | $431M | 4.8% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Hawaii Insulators Supplemental Pension Plan Board Of Trustees Of Hawaii Insulators Supplemental Pension Trust | 2024 |
People (23)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jim Anthony Coppedge | Chief Compliance Officer, General Counsel, And Corporate Secretary | Jun 2017 (9y) | Less than 5% | |
| Heather Treigle Lindsey | Managing Director | Aug 2021 (5y) | Less than 5% | |
| Jacoby, James, Allen | Chief Operating Officer | Jul 2022 (4y) | Less than 5% | |
| Robert Charles Doll | Chief Executive Officer / Chief Investment Officer | CFA | Jan 2024 (3y) | Less than 5% |
| Robert Andrew Karisch | Registered representative | Aug 2002 (24y) | ||
| Luke Anthony Lloyd | Registered representative | Sep 2009 (17y) | ||
| Scott Howard Wynant | Registered representative | Jan 2013 (14y) | ||
| Patrick Neil Garboden | Registered representative | Jan 2013 (14y) | ||
| Jordan Kealaonalani Izumi | Registered representative | CFP | Nov 2016 (10y) | |
| Kyu Suk Han | Registered representative | Dec 2017 (9y) | ||
| Courtney Noel Curtis | Registered representative | Dec 2017 (9y) | ||
| Patricia Mims | Registered representative | Jan 2019 (8y) | ||
| Grant Dillingham Heemer | Registered representative | Jan 2021 (6y) | ||
| Mary Lynn Meadows | Registered representative | Jun 2021 (5y) | ||
| Michelle Cisneros Ruch | Registered representative | Aug 2023 (3y) | ||
| Seth Benjamin Gasick | Registered representative | Aug 2023 (3y) | ||
| Jared Robert Cullivan | Registered representative | Oct 2023 (3y) | ||
| Ryan Kent Smith | Registered representative | Apr 2024 (2y) | ||
| Robert Ghandour | Registered representative | Apr 2024 (2y) | ||
| Audra Seymour Shammai | Registered representative | Dec 2024 (2y) | ||
| Steven Craig Blokdyk | Registered representative | Feb 2025 (1y) | ||
| Elaine Kay Erdem | Registered representative | Oct 2025 (1y) | ||
| Christopher Lewis Chandler | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Crossmark Global Holdings, Inc. | Parent Company | Jun 1987 | A | 75% or more |
| Fernandez, Victoria, Lynn | Chief Market Strategist | Aug 2014 | A | Less than 5% |
| Steward Financial Holdings, Inc. | Shareholder | Mar 2015 | B | ≈ 56.25% – 100% via Crossmark Global Holdings, Inc. |
| Assemblies Of God Financial Services Group Dba Agfinancial | Shareholder | Mar 2015 | B | ≈ 42.19% – 100% via Steward Financial Holdings, Inc. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Steward Financial Holdings, Inc.: 75% – 100% of Crossmark Global Holdings, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Assemblies Of God Financial Services Group Dba Agfinancial: 75% – 100% of Steward Financial Holdings, Inc. × 75% – 100% of Crossmark Global Holdings, Inc. × 75% – 100% direct ≈ 42.19% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Hawaii Insulators Supplemental Pension Plan | Board Of Trustees Of Hawaii Insulators Supplemental Pension Trust | 99 | $32.6M | 09/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/23/2026 | 1.12 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Us Bancorp $1.1B (12% of AUM) Jun 2026
- Wells Fargo $1.0B (11% of AUM) Jun 2026
- State Street $781M (9% of AUM) Jun 2026
- National Financial Services (Fidelity) $648M (7% of AUM) Jun 2026
- Charles Schwab & Co. $569M (8% of AUM) Jun 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 23, 2026.
View current Form ADV (SEC/IAPD) ↗