# CROSSMARK GLOBAL INVESTMENTS, INC.

CROSSMARK GLOBAL INVESTMENTS, INC. of HOUSTON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 113360
- Type: SEC-registered investment adviser
- SEC file number: 801-17695
- Location: 9753 KATY FREEWAY, SUITE 200, HOUSTON, TX, 77024
- Phone: 713-260-9000
- Latest filing: 2026-06-23
- Regulatory AUM: $9.0B
- Discretionary AUM: $8.6B
- Non-discretionary AUM: $430.9M
- Clients: 54
- Accounts: 7,890

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles

## Officers, owners & control persons (36)

_Showing 25 of 36 people._

| Name | Role | Location |
| --- | --- | --- |
| GIUFFRE LINDA GAIL | VICE PRESIDENT COMPLIANCE | — |
| DOLL ROBERT CHARLES | CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER | — |
| WATSON RICHARD EDWARD | CHAIRMAN OF THE BD & CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER/EXECUTIVE VICE PRESIDENT/PORTFOLIO MANAGER; CONSULTANT (+2 more) | — |
| FERNANDEZ MARGARITA VICTORIA | DIRECTOR; MANAGING DIRECTOR | — |
| SMITH ARTHUR GARFIELD | MANAGING DIRECTOR | — |
| DELUCCIA DAVID JOHN | MANAGING DIRECTOR | — |
| JAROSKI EDWARD LEONARD | PRESIDENT; PRESIDENT/CEO; SENIOR ADVISOR TO PRESIDENT (+1 more) | — |
| POTTER HOWARD STEVEN | EXECUTIVE VICE PRESIDENT/PORTFOLIO MANAGER; MANAGING DIRECTOR | — |
| HOMER CARLA DIANE | TREASURER; VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| NUNN RICHARD ANDREW | SENIOR VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| KENNEDY JOEL | CHIEF FINANCIAL OFFICER | — |
| SEVERSON SHELLEY ANNE | CHIEF OPERATING OFFICER; SENIOR VICE PRESIDENT | — |
| WYNANT SCOTT HOWARD | EXECUTIVE VICE PRESIDENT | — |
| COPPEDGE JIM ANTHONY | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, AND CORPORATE SECRETARY | — |
| NICKELJAROSKI LETICIA GUADALUPE | VICE PRESIDENT SECRETARY | — |
| MCFADDEN DONALD ROBERT | SENIOR VICE PRESIDENT | — |
| METZINGER JOHN MICHAEL | SENIOR VICE PRESIDENT | — |
| WOLF JOHN RUDOLF | MANAGING DIRECTOR; SENIOR VICE PRESIDENT; SR VICE PRESIDENT (+1 more) | — |
| TOWNSEN PAUL CHRISTOPHER | ASSISTANT VICE PRESIDENT; MANAGING DIRECTOR | — |
| KARISCH ROBERT ANDREW | ASSISTANT VICE PRESIDENT | — |
| GARNER ARIK CLAYTON | REGIONAL VICE PRESIDENT | — |
| NALL CLAYTON AARON | REGIONAL VICE PRESIDENT | — |
| KERN MICHAEL LEO | EXECUTIVE VICE PRESIDENT; PRESIDENT/CEO; PRESIDENT/CEO/DIRECTOR/SECRETARY/TREASURER (+1 more) | — |
| MCLANEY KIMBERLY WALLIS | CHIEF COMPLIANCE OFFICER | — |
| FERNANDEZ VICTORIA LYNN | CHIEF MARKET STRATEGIST; MANAGING DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/113360/brochure
- Similar advisers: https://search.stillhousedata.com/firm/113360/similar
- Related entities: https://search.stillhousedata.com/firm/113360/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/113360

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.