CROSSMARK WEALTH MANAGEMENT, LLC
CRD #289004 SEC #801-110915 HOUSTON, TX 713-260-9000
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
6
Clients
0
Accounts
688
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- MARCH
- Registration Date
- --
- Latest Filing
- Jun 29, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COPPEDGE, JIM, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COPPEDGE, JIM, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COPPEDGE, JIM, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COPPEDGE, JIM, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COPPEDGE, JIM, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COPPEDGE, JIM, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COPPEDGE, JIM, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COPPEDGE, JIM, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COPPEDGE, JIM, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COPPEDGE, JIM, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COPPEDGE, JIM, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COPPEDGE, JIM, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COPPEDGE, JIM, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COPPEDGE, JIM, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COPPEDGE, JIM, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COPPEDGE, JIM, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COPPEDGE, JIM, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DOLL, ROBERT, CHARLES | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DOLL, ROBERT, CHARLES | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DOLL, ROBERT, CHARLES | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DOLL, ROBERT, CHARLES | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DOLL, ROBERT, CHARLES | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KERN, MICHAEL, LEO | I | PRESIDENT/CEO/SECRETARY/TREASURER | NA | Control |
| KERN, MICHAEL, LEO | I | PRESIDENT/CEO/SECRETARY/TREASURER | NA | Control |
| KERN, MICHAEL, LEO | I | PRESIDENT, CEO, AND TREASURER | NA | Control |
| KERN, MICHAEL, LEO | I | PRESIDENT, CEO, AND TREASURER | NA | Control |
| KERN, MICHAEL, LEO | I | PRESIDENT, CEO, AND TREASURER | NA | Control |
| KERN, MICHAEL, LEO | I | PRESIDENT, CEO, AND TREASURER | NA | Control |
| KERN, MICHAEL, LEO | I | PRESIDENT, CEO, AND TREASURER | NA | Control |
| KERN, MICHAEL, LEO | I | PRESIDENT, CEO, AND TREASURER | NA | Control |
| KERN, MICHAEL, LEO | I | PRESIDENT, CEO, AND TREASURER | NA | Control |
| KERN, MICHAEL, LEO | I | PRESIDENT, CEO, AND TREASURER | NA | Control |
| KERN, MICHAEL, LEO | I | PRESIDENT, CEO, AND TREASURER | NA | Control |
| KERN, MICHAEL, LEO | I | PRESIDENT, CEO, AND TREASURER | NA | Control |
| WYNANT, SCOTT, HOWARD | I | MANAGING DIRECTOR | NA | Control |
| WYNANT, SCOTT, HOWARD | I | MANAGING DIRECTOR | NA | Control |
| WYNANT, SCOTT, HOWARD | I | MANAGING DIRECTOR | NA | Control |
| WYNANT, SCOTT, HOWARD | I | MANAGING DIRECTOR | NA | Control |
| WYNANT, SCOTT, HOWARD | I | MANAGING DIRECTOR | NA | Control |
| WYNANT, SCOTT, HOWARD | I | MANAGING DIRECTOR | NA | Control |
| WYNANT, SCOTT, HOWARD | I | MANAGING DIRECTOR | NA | Control |
| WYNANT, SCOTT, HOWARD | I | MANAGING DIRECTOR | NA | Control |
| WYNANT, SCOTT, HOWARD | I | MANAGING DIRECTOR | NA | Control |
| WYNANT, SCOTT, HOWARD | I | MANAGING DIRECTOR | NA | Control |
| WYNANT, SCOTT, HOWARD | I | MANAGING DIRECTOR | NA | Control |
| WYNANT, SCOTT, HOWARD | I | MANAGING DIRECTOR | NA | Control |
| WYNANT, SCOTT, HOWARD | I | MANAGING DIRECTOR | NA | Control |
| WYNANT, SCOTT, HOWARD | I | MANAGING DIRECTOR | NA | Control |
| WYNANT, SCOTT, HOWARD | I | MANAGING DIRECTOR | NA | Control |
| CAPSTONE FINANCIAL SERVICES, INC. | DE | PARENT COMPANY | E | Control |
| CAPSTONE FINANCIAL SERVICES, INC. | DE | PARENT COMPANY | E | Control |
| CAPSTONE FINANCIAL SERVICES, INC. | DE | PARENT COMPANY | E | Control |
| CAPSTONE FINANCIAL SERVICES, INC. | DE | PARENT COMPANY | E | Control |
| CROSSMARK GLOBAL HOLDINGS, INC. | DE | PARENT COMPANY | E | Control |
| CROSSMARK GLOBAL HOLDINGS, INC. | DE | PARENT COMPANY | E | Control |
| CROSSMARK GLOBAL HOLDINGS, INC. | DE | PARENT COMPANY | E | Control |
| CROSSMARK GLOBAL HOLDINGS, INC. | DE | PARENT COMPANY | E | Control |
| CROSSMARK GLOBAL HOLDINGS, INC. | DE | PARENT COMPANY | E | Control |
| CROSSMARK GLOBAL HOLDINGS, INC. | DE | PARENT COMPANY | E | Control |
| CROSSMARK GLOBAL HOLDINGS, INC. | DE | PARENT COMPANY | E | Control |
| CROSSMARK GLOBAL HOLDINGS, INC. | DE | PARENT COMPANY | E | Control |
| CROSSMARK GLOBAL HOLDINGS, INC. | DE | PARENT COMPANY | E | Control |
| CROSSMARK GLOBAL HOLDINGS, INC. | DE | PARENT COMPANY | E | Control |
| CROSSMARK GLOBAL HOLDINGS, INC. | DE | PARENT COMPANY | E | Control |
| CROSSMARK GLOBAL HOLDINGS, INC. | DE | PARENT COMPANY | E | Control |
| CROSSMARK GLOBAL HOLDINGS, INC. | DE | PARENT COMPANY | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ASSEMBLIES OF GOD FINANCIAL SERVICES GROUP DBA AGFINANCIAL | DE | STEWARD FINANCIAL HOLDINGS, INC. | E | Control |
| ASSEMBLIES OF GOD FINANCIAL SERVICES GROUP DBA AGFINANCIAL | DE | STEWARD FINANCIAL HOLDINGS, INC. | E | Control |
| ASSEMBLIES OF GOD FINANCIAL SERVICES GROUP DBA AGFINANCIAL | DE | STEWARD FINANCIAL HOLDINGS, INC. | E | Control |
| ASSEMBLIES OF GOD FINANCIAL SERVICES GROUP DBA AGFINANCIAL | DE | STEWARD FINANCIAL HOLDINGS, INC. | E | Control |
| ASSEMBLIES OF GOD FINANCIAL SERVICES GROUP DBA AGFINANCIAL | DE | STEWARD FINANCIAL HOLDINGS, INC. | E | Control |
| ASSEMBLIES OF GOD FINANCIAL SERVICES GROUP DBA AGFINANCIAL | DE | STEWARD FINANCIAL HOLDINGS, INC. | E | Control |
| ASSEMBLIES OF GOD FINANCIAL SERVICES GROUP DBA AGFINANCIAL | DE | STEWARD FINANCIAL HOLDINGS, INC. | E | Control |
| ASSEMBLIES OF GOD FINANCIAL SERVICES GROUP DBA AGFINANCIAL | DE | STEWARD FINANCIAL HOLDINGS, INC. | E | Control |
| ASSEMBLIES OF GOD FINANCIAL SERVICES GROUP DBA AGFINANCIAL | DE | STEWARD FINANCIAL HOLDINGS, INC. | E | Control |
| ASSEMBLIES OF GOD FINANCIAL SERVICES GROUP DBA AGFINANCIAL | DE | STEWARD FINANCIAL HOLDINGS, INC. | E | Control |
| STEWARD FINANCIAL HOLDINGS, INC. | DE | CAPSTONE FINANCIAL SERVICES, INC. | E | Control |
| STEWARD FINANCIAL HOLDINGS, INC. | DE | CAPSTONE FINANCIAL SERVICES, INC. | E | Control |
| STEWARD FINANCIAL HOLDINGS, INC. | DE | CAPSTONE FINANCIAL SERVICES, INC. | E | Control |
| STEWARD FINANCIAL HOLDINGS, INC. | DE | CAPSTONE FINANCIAL SERVICES, INC. | E | Control |
| STEWARD FINANCIAL HOLDINGS, INC. | DE | CAPSTONE FINANCIAL SERVICES, INC. | E | Control |
| STEWARD FINANCIAL HOLDINGS, INC. | DE | CAPSTONE FINANCIAL SERVICES, INC. | E | Control |
| STEWARD FINANCIAL HOLDINGS, INC. | DE | CROSSMARK GLOBAL HOLDINGS, INC. | E | Control |
| STEWARD FINANCIAL HOLDINGS, INC. | DE | CROSSMARK GLOBAL HOLDINGS, INC. | E | Control |
| STEWARD FINANCIAL HOLDINGS, INC. | DE | CROSSMARK GLOBAL HOLDINGS, INC. | E | Control |
| STEWARD FINANCIAL HOLDINGS, INC. | DE | CROSSMARK GLOBAL HOLDINGS, INC. | E | Control |
| STEWARD FINANCIAL HOLDINGS, INC. | DE | CROSSMARK GLOBAL HOLDINGS, INC. | E | Control |
| STEWARD FINANCIAL HOLDINGS, INC. | DE | CROSSMARK GLOBAL HOLDINGS, INC. | E | Control |
| STEWARD FINANCIAL HOLDINGS, INC. | DE | CROSSMARK GLOBAL HOLDINGS, INC. | E | Control |
| STEWARD FINANCIAL HOLDINGS, INC. | DE | CROSSMARK GLOBAL HOLDINGS, INC. | E | Control |
| STEWARD FINANCIAL HOLDINGS, INC. | DE | CROSSMARK GLOBAL HOLDINGS, INC. | E | Control |
| STEWARD FINANCIAL HOLDINGS, INC. | DE | CROSSMARK GLOBAL HOLDINGS, INC. | E | Control |
Registrations
Federal
IA
Jun 29, 2025 REGISTERED
Notice Filings (50)
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Address
15375 MEMORIAL DRIVESUITE 200
HOUSTON, TX 77079
United States
Phone: 713-260-9000