What Crossmark Global Investments does

Crossmark Global Investments operates through Crossmark Wealth Management, LLC, an SEC-registered investment adviser headquartered in Houston, Texas. Founded in 1987 with roots in the 2003 formation of Steward Capital Advisors, the firm provides discretionary investment management services to high net worth individuals and families, foundations, endowments, retirement plans, and faith-based institutions. Its core differentiation is values-based investing — aligning portfolio decisions with the ethical, religious, and personal values of clients, supported by the proprietary Steward Family of faith-based mutual funds launched in 2004 in partnership with AG Financial Solutions and distributed through affiliated FINRA-member Crossmark Distributors, Inc.

The product portfolio comprises three core offerings: discretionary investment management for institutional and individual clients, personalized wealth and investment planning (covering risk-return planning, income, charitable, and retirement strategies), and the Steward Funds family of mutual funds. The firm's underlying technology stack is described as a standard investment advisory and portfolio management platform with no disclosed proprietary AI, API, or integration footprint; the technology moat rests primarily on regulatory registrations rather than differentiated software.

The business model is sales-led and fee-based, generating revenue primarily through AUM-based advisory fees on managed accounts and distribution fees on Steward Funds. Customer acquisition combines direct advisory relationships with earned-media amplification — Chief Market Strategist Victoria Fernandez appears regularly on CNBC, Bloomberg, Fox Business, and Yahoo Finance, building brand visibility at the top of the funnel. Services are delivered exclusively to U.S. residents, and the firm cites a $33.8 trillion addressable market for values-based investing based on its internal consumer research.

Name

Crossmark Global Investments

Legal name

Crossmark Wealth Management, LLC

Website

https://crossmarkwealth.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

11–50 employees

Short description

Crossmark Global Investments, operating as Crossmark Wealth Management, LLC, is a Houston-based SEC-registered investment adviser providing discretionary portfolio management and faith-based mutual funds (Steward Funds) to high net worth individuals, families, foundations, endowments, and faith-based institutions across the United States.

Ownership category

akta.pro rank

Headquarters

HQ city

Houston

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Investment Advisory and Management Fees: Crossmark Wealth Management, LLC provides discretionary investment management services and earns fees for advisory services. The firm manages the Steward Family of faith-based mutual funds distributed through Crossmark Distributors, Inc. Revenue is generated through a combination of advisory fees from individual/institutional clients and distribution fees from the Steward Funds.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Crossmark Global Investments provides discretionary investment management and wealth planning services to individuals, families, foundations, endowments, and retirement plans, applying a values-based (faith-based) investment philosophy. The firm also offers the Steward Funds family of mutual funds distributed through an affiliated firm, with a dedicated in-house fixed income team managing bond strategies and separately managed accounts.

Product overview

Crossmark Global Investments (operating as Crossmark Wealth Management, LLC) offers a unified wealth and investment management platform centered on values-based investing. The core offering comprises discretionary investment management services, the Steward Funds family of faith-based mutual funds, and personalized wealth and investment planning. Services include risk-return planning, income solutions, charitable investment strategies, institutional services for faith-based organizations, and retirement planning. The Steward Funds are distributed through affiliate Crossmark Distributors, Inc. (FINRA member).

Differentiator

Problem solved

Functional benefit

Brands

• Steward Funds: Faith-based mutual funds distributed by Crossmark Distributors, Inc., an affiliate of Crossmark Wealth Management

Products and services

• Wealth and Investment Planning Integrated financial planning service offered alongside Crossmark's investment management, designed for individuals, families, and institutions that want a coordinated wealth and investment plan aligned with their values-based objectives.
• Discretionary Investment Management Ongoing discretionary portfolio management for individuals, families, foundations, endowments, and retirement plans, applying Crossmark's values-based (faith-based) investment philosophy across equity and fixed income mandates.
• Steward Funds Family of mutual funds offered by Crossmark that apply the firm's values-based (faith-based) screening approach to publicly traded securities, distributed through an affiliated broker-dealer/distributor for use by individual investors and financial advisors.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• Steward Capital Advisors (SCA)coreStrategic or Co-development Partner · 1 January 2008Steward Capital Advisors, which was formed in 2003 to serve faith-based institutions and private clients, merged with Crossmark Global Investments in 2008, consolidating the values-based investment expertise of both firms.
• AG Financial SolutionscoreStrategic or Co-development Partner · 1 January 2004AG Financial Solutions partnered with Crossmark Global Investments and Steward Capital Advisors to create the Steward Family of Mutual Funds in 2004. The funds serve faith-based institutions and values-driven investors.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Manning & Napier: Investment management firm providing discretionary portfolio management and mutual funds. Comparable in offering both advisory services and proprietary mutual fund products, though without the faith-based specialization.
• Mariner Wealth Advisors: National wealth management firm serving HNW families, foundations, and endowments. Comparable institutional and family-office client mix, but broader generalist positioning versus Crossmark's faith-based niche.
• Creative Planning: Large RIA offering discretionary wealth management to HNW individuals and institutions. Comparable in service offering (discretionary investment management, retirement planning) but operates as a generalist rather than values-based niche.

Direct peers

• Timothy Plan: Faith-based mutual fund family with biblically responsible investing screens. Direct competitor to the Steward Funds in the faith-based mutual fund category with similar distribution through financial advisors.
• Ave Maria Mutual Funds: Catholic-values-screened mutual fund family. Closely parallels Crossmark's Steward Funds as a faith-based fund family targeting values-driven investors, with comparable AUM scale.
• Eventide Asset Management: Values-based and faith-aligned mutual fund manager offering Eventide Funds. Highly comparable to Crossmark in targeting investors who want competitive returns aligned with biblical values and ethical screens.
• Praxis Mutual Funds: Faith-based mutual fund manager operated by Everence Financial, serving Anabaptist and broader Christian investors. Comparable faith-aligned fund product line and institutional/retail dual-channel distribution.
• GuideStone Financial Resources: Faith-based investment platform serving Southern Baptist churches, pastors, and institutions. Direct comparable to Crossmark's faith-based institutional and HNW client focus, with proprietary fund products.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/crossmark-global-investments

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Crossmark Global Investments