Unclaimed Profile

David Neal Rentfrow

CAPSTONE ASSET MANAGEMENT COMPANY·HOUSTON, Texas

SIE, Series 6, Series 7, Series 24, Series 63, Series 66Clean record22 years registeredCAPSTONE ASSET MANAGEMENT COMPANY

3700 WEST SAM HOUSTON PARKWAY SOUTH, HOUSTON, TX 77042CRD# 4005321Firm CRD# 113360

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Neal Rentfrow · HOUSTON, TX

Registration

CRD #4005321 · CAPSTONE ASSET MANAGEMENT COMPANY · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CAPSTONE ASSET MANAGEMENT COMPANY

THORNBURG INVESTMENT MANAGEMENT INC

Jun 2018 – Apr 2021

SANTA FE, NM

CROSSMARK GLOBAL INVESTMENTS, INC.

Jan 2017 – Apr 2018

HOUSTON, TX

BLACKROCK INVESTMENT MANAGEMENT, LLC

Sep 2006 – Apr 2016

PLAINSBORO, NJ

MERRILL LYNCH INVESTMENT MANAGERS LP

Oct 2003 – Sep 2006

CLAYTON, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · October 1, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CROSSMARK GLOBAL INVESTMENTS, INC.

CRD 113360 · SEC 801-17695

AUM

$7.0B

Regulatory assets under management

Employees

6,198 client accounts

Services offered by CROSSMARK GLOBAL INVESTMENTS, INC.

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at CROSSMARK GLOBAL INVESTMENTS, INC. →

Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in HOUSTON?

Browse all registered financial advisors in HOUSTON, Texas or claim this profile if it's yours.

Browse HOUSTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does David Neal Rentfrow offer?

David Neal Rentfrow specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are David Neal Rentfrow's credentials?

David Neal Rentfrow is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Neal Rentfrow located?

David Neal Rentfrow is based in HOUSTON, Texas, last registered with CAPSTONE ASSET MANAGEMENT COMPANY.

How does David Neal Rentfrow charge for services?

David Neal Rentfrow's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPSTONE ASSET MANAGEMENT COMPANY?

CAPSTONE ASSET MANAGEMENT COMPANY has approximately 51 employees and manages $7.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →