CROSSMARK GLOBAL INVESTMENTS, INC.
CRD #113360 SEC #801-17695 HOUSTON, TX 713-260-9000
SEC Registered
Total AUM
$7.1B
Discretionary
$7B
Employees
51
Clients
--
Accounts
5,314
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $7.1B | $7B | $45.3M | 51 | 0 |
| Jun 2024 | $7B | $6.7B | $306.3M | 51 | 0 |
| Feb 2024 | $5.8B | $5.6B | $204.5M | 45 | 0 |
| Feb 2024 | $5.8B | $5.6B | $204.5M | 45 | 0 |
| Jul 2023 | $5.8B | $5.6B | $204.5M | 45 | 0 |
| Jun 2023 | $5.8B | $5.6B | $204.5M | 45 | 0 |
| Jun 2022 | $5.8B | $5.8B | $0 | 45 | 0 |
| Jun 2021 | $5.5B | $5.5B | $0 | 40 | 0 |
| Oct 2020 | $4.1B | $4.1B | $0 | 48 | 0 |
| Jun 2020 | $4.1B | $4.1B | $0 | 48 | 0 |
| Jun 2019 | $4.8B | $4.8B | $0 | 48 | 0 |
| Jul 2018 | $5.1B | $5.1B | $0 | 48 | 0 |
| Jun 2018 | $5.1B | $5.1B | $0 | 48 | 0 |
| Aug 2017 | $5B | $5B | $0 | 40 | 3,300 |
| Aug 2017 | $5B | $5B | $0 | 40 | 3,300 |
| Jun 2017 | $5B | $5B | $0 | 26 | 3,300 |
| Jun 2017 | $5B | $5B | $0 | 26 | 3,300 |
| May 2017 | $5.1B | $5.1B | $0 | 43 | 3,700 |
| Feb 2017 | $5.1B | $5.1B | $0 | 43 | 3,700 |
| Sep 2016 | $5.1B | $5.1B | $0 | 43 | 3,700 |
| Jun 2016 | $5.1B | $5.1B | $0 | 43 | 3,700 |
| Apr 2016 | $5B | $5B | $0 | 42 | 3,500 |
| Apr 2016 | $5B | $5B | $0 | 42 | 3,500 |
| Mar 2016 | $5B | $5B | $0 | 42 | 3,500 |
| Jan 2016 | $5B | $5B | $0 | 42 | 3,500 |
| Jan 2016 | $5B | $5B | $0 | 42 | 3,500 |
| Jan 2016 | $5B | $5B | $0 | 42 | 3,500 |
| Nov 2015 | $5B | $5B | $0 | 42 | 3,500 |
| Nov 2015 | $5B | $5B | $0 | 42 | 3,500 |
| Jun 2015 | $5B | $5B | $0 | 42 | 3,500 |
| Jun 2014 | $4.5B | $4.5B | $2M | 39 | 3,100 |
| Apr 2014 | $6B | $6B | $0 | 28 | 3,400 |
| Jan 2014 | $6B | $6B | $0 | 28 | 3,400 |
| Jan 2014 | $6B | $6B | $0 | 28 | 3,400 |
| Aug 2013 | $5.5B | $5.5B | $550K | 31 | 3,400 |
| May 2013 | $5.5B | $5.5B | $550K | 31 | 3,400 |
| Apr 2013 | $5.5B | $5.5B | $550K | 31 | 3,400 |
| Jan 2013 | $5.5B | $5.5B | $550K | 31 | 3,400 |
| Jun 2012 | $3.5B | $3.5B | $0 | 11 | 2,100 |
| Apr 2012 | $3.5B | $3.5B | $0 | 11 | 2,100 |
| Mar 2012 | $3.5B | $3.5B | $0 | 11 | 2,100 |
| Jan 2012 | $3.5B | $3.5B | $0 | 11 | 2,100 |
| Aug 2011 | $3.5B | $3.5B | $0 | -- | -- |
| Mar 2011 | $3.5B | $3.5B | $0 | -- | -- |
| Feb 2011 | $3.5B | $3.5B | $0 | -- | -- |
| Jan 2011 | $3.5B | $3.5B | $0 | -- | -- |
| Dec 2010 | $3.5B | $3.5B | $0 | -- | -- |
| Oct 2009 | $3.2B | $3.2B | $0 | -- | -- |
| Dec 2007 | $3B | $3B | $0 | -- | -- |
| Dec 2006 | $2.6B | $2.6B | $0 | -- | -- |
| Dec 2005 | $2.7B | $2.7B | $0 | -- | -- |
| Dec 2004 | $2.4B | $2.4B | $0 | -- | -- |
| Dec 2003 | $2.6B | $2.6B | $0 | -- | -- |
| Jun 2001 | $2.2B | $2.2B | $0 | -- | -- |
DateJun 2025
Total AUM$7.1B
Discretionary$7B
Non-Disc.$45.3M
Employees51
Clients0
DateJun 2024
Total AUM$7B
Discretionary$6.7B
Non-Disc.$306.3M
Employees51
Clients0
DateFeb 2024
Total AUM$5.8B
Discretionary$5.6B
Non-Disc.$204.5M
Employees45
Clients0
DateFeb 2024
Total AUM$5.8B
Discretionary$5.6B
Non-Disc.$204.5M
Employees45
Clients0
DateJul 2023
Total AUM$5.8B
Discretionary$5.6B
Non-Disc.$204.5M
Employees45
Clients0
DateJun 2023
Total AUM$5.8B
Discretionary$5.6B
Non-Disc.$204.5M
Employees45
Clients0
DateJun 2022
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$0
Employees45
Clients0
DateJun 2021
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$0
Employees40
Clients0
DateOct 2020
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees48
Clients0
DateJun 2020
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees48
Clients0
DateJun 2019
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees48
Clients0
DateJul 2018
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees48
Clients0
DateJun 2018
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees48
Clients0
DateAug 2017
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees40
Clients3,300
DateAug 2017
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees40
Clients3,300
DateJun 2017
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees26
Clients3,300
DateJun 2017
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees26
Clients3,300
DateMay 2017
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees43
Clients3,700
DateFeb 2017
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees43
Clients3,700
DateSep 2016
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees43
Clients3,700
DateJun 2016
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees43
Clients3,700
DateApr 2016
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees42
Clients3,500
DateApr 2016
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees42
Clients3,500
DateMar 2016
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees42
Clients3,500
DateJan 2016
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees42
Clients3,500
DateJan 2016
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees42
Clients3,500
DateJan 2016
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees42
Clients3,500
DateNov 2015
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees42
Clients3,500
DateNov 2015
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees42
Clients3,500
DateJun 2015
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees42
Clients3,500
DateJun 2014
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$2M
Employees39
Clients3,100
DateApr 2014
Total AUM$6B
Discretionary$6B
Non-Disc.$0
Employees28
Clients3,400
DateJan 2014
Total AUM$6B
Discretionary$6B
Non-Disc.$0
Employees28
Clients3,400
DateJan 2014
Total AUM$6B
Discretionary$6B
Non-Disc.$0
Employees28
Clients3,400
DateAug 2013
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$550K
Employees31
Clients3,400
DateMay 2013
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$550K
Employees31
Clients3,400
DateApr 2013
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$550K
Employees31
Clients3,400
DateJan 2013
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$550K
Employees31
Clients3,400
DateJun 2012
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees11
Clients2,100
DateApr 2012
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees11
Clients2,100
DateMar 2012
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees11
Clients2,100
DateJan 2012
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees11
Clients2,100
DateAug 2011
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees--
Clients--
DateFeb 2011
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees--
Clients--
DateJan 2011
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees--
Clients--
DateDec 2010
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees--
Clients--
DateOct 2009
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees--
Clients--
DateDec 2007
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees--
Clients--
DateDec 2006
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees--
Clients--
DateDec 2005
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees--
Clients--
DateDec 2004
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees--
Clients--
DateDec 2003
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees--
Clients--
DateJun 2001
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees--
Clients--