CRD: 289004
Crossmark Wealth Management, LLC
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between June 29, 2025 and August 4, 2026, reported AUM increased 6.9%, from $1.1B to $1.2B.
Across 5 reported observations, AUM increased 17.1% between June 28, 2022 and August 4, 2026, from $1.0B to $1.2B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 723 clients, or 361.5 clients per representative. That equates to $1.6M in reported AUM per client.
The profile lists 3 reported office locations and 9 years in operation. The source data was last updated on August 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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
SMA allocation detail is available
Crossmark Wealth Management, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.