CRD: 289004
Crossmark Wealth Management, LLC
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- Custodian
- Fidelity/NFS · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-31-2017
- Office Locations
- 3
Office Locations
About Crossmark Wealth Management, LLC
Crossmark Wealth Management advises individuals, families, and institutions, aligning investment solutions with clients’ needs, goals, and values. The team builds and implements investment plans with disciplined ongoing reviews, drawing on over 25 years of experience. Investment approach emphasizes asset allocation, risk management, and socially responsible investing, using ETFs and mutual funds where appropriate; custodies with Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JIM ANTHONY COPPEDGE
Chief Compliance Officer, Corporate Secretary, General Counsel
- CRD
- #3275004
- Ownership
- Less than 5%
ROBERT CHARLES DOLL JR
Chief Executive Officer, Chief Investment Officer
- CRD
- #1748378
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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David Alexis Krilov
--
- CRD
- #7591944
LUKE ANTHONY LLOYD
--
- CRD
- #5097839
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,184,925,428 | $1,650,314 |
| Non-Discretionary | $162,178 | $32,436 |
| Total | $1,185,087,606 | $1,639,125 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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