Crossmark Wealth Management, Llc
- Regulatory AUM
- $1.2B
- Discretionary
- $1.2B
- Clients
- 723
- Avg AUM / client
- $1.6M
- Accounts
- 723
- Employees
- 6
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) | 271 | $54.8M | 4.62% |
| High net worth individuals | 216 | $270M | 22.8% |
| Pension and profit sharing plans | 22 | $331M | 27.9% |
| Charitable organizations | 202 | $511M | 43.1% |
| Corporations and other businesses | 12 | $18.8M | 1.58% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jim Anthony Coppedge | Chief Compliance Officer | Jun 2017 (9y) | Less than 5% | |
| Scott Howard Wynant | Managing Director | Jul 2017 (9y) | Less than 5% | |
| Robert Charles Doll | Chief Executive Officer | CFA | Jan 2024 (3y) | Less than 5% |
| Luke Anthony Lloyd | Registered representative | Dec 2018 (8y) | ||
| David Alexis Krilov | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Crossmark Global Holdings, Inc. | Parent Company | May 2017 | A | 75% or more |
| 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/23/2026 | 1.07 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- National Financial Services (Fidelity) $1.1B (89% of AUM) Jun 2026
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) ↗