Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
670 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$1.1B

Fee Structure

Financial Planning:Investment management only

The advisory fees are negotiable and vary depending on the type and level of service, account size, and complexity of the investment program. Fees typically take the form of an annual percentage of assets managed, generally not exceeding 1% annually, assessed quarterly. Employees, family members, and affiliates may be charged a lower fee.

Areas of Practice
Investment Management
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Advisor Information

Office location

15375 Memorial Drive, Suite 200, Houston, TX, 77079

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Scott is a board member of El Centro Network since 2017. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
Crossmark Wealth Management, LLC
July 2017 - Present · 8 yrs 6 mos
Crossmark Global Investments, INC.
January 2013 - Present · 13 yrs
Crossmark Distributors, INC.Broker
July 2004 - Present · 21 yrs 6 mos
Previous Registrations
Capstone Financial Solutions, LLC
March 2009 - December 2012 · 3 yrs 9 mos
Capstone Financial Solutions, LLC
August 2007 - March 2009 · 1 yr 7 mos
Steward Capital Advisors, LLC
May 2003 - September 2006 · 3 yrs 4 mos
Timothy Partners, Ltd. Broker
June 1999 - October 2002 · 3 yrs 4 mos
Smith Barney INC. Broker
July 1993 - July 1997 · 4 yrs
Lehman Brothers INC.Broker
April 1983 - July 1993 · 10 yrs 3 mos
Foster & Marshall/american Express INC.Broker
April 1982 - April 1983 · 1 yr
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.