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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 1b 10b

CROSSMARK WEALTH MANAGEMENT, LLC

CRD 289004

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0b4b529f-5769-cad8-e40d-5e36f187e484

Data as of Aug 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 3
On other graphs: 1
Observed: Jun 28, 2017 to Aug 4, 2026
19 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Crossmark Wealth Management, LLC

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.27 fund_share=0.0 institutional_share=0.71 related_bd=true related_bank=false bd_reps=5.0
Regulatory AUM: $1.2BItem 5.F on the latest filing (2026-08-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.2B
Private client RAUM: $324MderivedItem 5.D individuals plus high net worth individuals
Private client share: 27%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $237Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 723
Individual clients: 271
High net worth clients: 216
SEC number: 801-110915
CRD: 289004
Filings on the tape: 19
First filed: Jun 28, 2017
Latest filed: Aug 4, 2026
Organised: Limited Liability Company, TX
Website: crossmarkwealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
David Alexis Krilov	n/a	Medford Lakes, NJ \| HOUSTON, TX	0	13	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
COPPEDGE, JIM, ANTHONY	CHIEF COMPLIANCE OFFICER	Na	yes	06/2017	Aug 4, 2026	Aug 4, 2026
CROSSMARK GLOBAL HOLDINGS, INC.	PARENT COMPANY	E	yes	05/2017	Aug 4, 2026	Aug 4, 2026
DOLL, ROBERT, CHARLES	CHIEF EXECUTIVE OFFICER	Na	yes	01/2024	Aug 4, 2026	Aug 4, 2026
WYNANT, SCOTT, HOWARD	MANAGING DIRECTOR	Na	yes	06/2018	Aug 4, 2026	Aug 4, 2026
ASSEMBLIES OF GOD FINANCIAL SERVICES GROUP DBA AGFINANCIAL	Shareholder	E	yes	03/2015	Jun 25, 2020	Jun 28, 2024
STEWARD FINANCIAL HOLDINGS, INC.	Shareholder	E	yes	03/2015	Jun 28, 2017	Jun 28, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CROSSMARK GLOBAL INVESTMENTS, INC.	n/a	Mixed wealth	$9.0B	N	yes	n/a
CROSSMARK DISTRIBUTORS, INC.	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2024	Jun 28, 2024	$1.1B	$1.1B	5	2	n/a	n/a
2023	Jun 30, 2023	$1.0B	$1.0B	5	2	n/a	n/a
2022	Jun 28, 2022	$1.0B	$1.0B	5	2	n/a	n/a
2021	Jun 29, 2021	$886M	$886M	7	4	n/a	n/a
2020	Jun 25, 2020	$731M	$731M	8	4	n/a	n/a
2019	Jun 14, 2019	$824M	$824M	9	5	n/a	n/a
2018	Jun 29, 2018	$0	$0	8	4	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	1	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$1.2B	$1.0B	17.6%	$886M	10.2%	6	5	0	0

Relationships

Affiliated with (2)

→ CROSSMARK GLOBAL INVESTMENTS, INC.Registered adviserother investment adviser, common control
factForm ADV
← CROSSMARK GLOBAL INVESTMENTS, INC.Registered adviserother investment adviser, common control
factForm ADV

Registered with (6)

← David Alexis KrilovAdvisorregistration: current employment
Jul 16, 2026 to presentfactForm ADV
← ROBERT CHARLES DOLLAdvisorregistration: current employment
Dec 17, 2024 to presentfactForm ADV
← JIM ANTHONY COPPEDGEAdvisorregistration: current employment
Dec 12, 2018 to presentfactForm ADV
← LUKE ANTHONY LLOYDAdvisorregistration: current employment
Dec 12, 2018 to presentfactForm ADV
← SCOTT HOWARD WYNANTAdvisorregistration: current employment
Jul 31, 2017 to presentfactForm ADV
← DANIELLE LA NISE FRAZIERAdvisorregistration: previous registration
Jul 31, 2017 to Jul 30, 2018factForm ADV

Controls (6)

← WYNANT, SCOTT, HOWARDOwnerMANAGING DIRECTOR, ownership code NA, individual
Jun 29, 2018 to Jun 28, 2024factForm ADV
← DOLL, ROBERT, CHARLESOwnerCHIEF EXECUTIVE OFFICER, ownership code NA, individual
Feb 12, 2024 to Jun 28, 2024factForm ADV
← COPPEDGE, JIM, ANTHONYOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 28, 2017 to Jun 28, 2024factForm ADV
← ASSEMBLIES OF GOD FINANCIAL SERVICES GROUP DBA AGFINANCIALOwnerSHAREHOLDER, ownership code E, domestic entity
Jun 25, 2020 to Jun 28, 2024factForm ADV
← CROSSMARK GLOBAL HOLDINGS, INC.OwnerPARENT COMPANY, ownership code E, domestic entity
Jan 8, 2019 to Jun 28, 2024factForm ADV
← STEWARD FINANCIAL HOLDINGS, INC.OwnerSHAREHOLDER, ownership code E, domestic entity
Jun 28, 2017 to Jun 28, 2024factForm ADV

Dated events

Occurred
Feb 12, 2024
Control person joined
Charles Robert Doll (Chief Executive Officer) appeared on Schedule A of Crossmark Wealth Management, Llc
Form ADVobserved 4 days ago
Occurred
Feb 12, 2024
Control person left
Leo Michael Kern (President, Ceo, And Treasurer) no longer on Schedule A of Crossmark Wealth Management, Llc (listed 2023-06-30, absent 2024-02-12)
Form ADVobserved 4 days ago
Occurred
Jun 28, 2017
First Form ADV filing
Capstone Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0b4b529f-5769-cad8-e40d-5e36f187e484
First observed: Jun 28, 2017
Last observed: Aug 4, 2026 46 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CROSSMARK WEALTH MANAGEMENT, LLC

CRD 289004

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0b4b529f-5769-cad8-e40d-5e36f187e484

Data as of Aug 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:05 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

David Alexis Krilov

n/a

Medford Lakes, NJ | HOUSTON, TX

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

COPPEDGE, JIM, ANTHONY

CHIEF COMPLIANCE OFFICER

yes

06/2017

Aug 4, 2026

CROSSMARK GLOBAL HOLDINGS, INC.

PARENT COMPANY

yes

05/2017

Aug 4, 2026

DOLL, ROBERT, CHARLES

CHIEF EXECUTIVE OFFICER

yes

01/2024

Aug 4, 2026

WYNANT, SCOTT, HOWARD

MANAGING DIRECTOR

yes

06/2018

Aug 4, 2026

ASSEMBLIES OF GOD FINANCIAL SERVICES GROUP DBA AGFINANCIAL

Shareholder

yes

03/2015

Jun 25, 2020

Jun 28, 2024

STEWARD FINANCIAL HOLDINGS, INC.

Shareholder

yes

03/2015

Jun 28, 2017

Jun 28, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CROSSMARK GLOBAL INVESTMENTS, INC.

n/a

Mixed wealth

$9.0B

yes

n/a

CROSSMARK DISTRIBUTORS, INC.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Jun 28, 2024

$1.1B

n/a

2023

Jun 30, 2023

$1.0B

n/a

2022

Jun 28, 2022

$1.0B

n/a

2021

Jun 29, 2021

$886M

n/a

2020

Jun 25, 2020

$731M

n/a

2019

Jun 14, 2019

$824M

n/a

2018

Jun 29, 2018

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$1.2B

$1.0B

17.6%

$886M

10.2%