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Kimberly Wallis Mclaney

CAPSTONE ASSET MANAGEMENT COMPANY·HOUSTON, Texas
SIE, Series 7, Series 24, Series 63Clean recordCAPSTONE ASSET MANAGEMENT COMPANY
3700 WEST SAM HOUSTON PARKWAY SOUTH, HOUSTON, TX 77042CRD# 4506050Firm CRD# 113360

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kimberly Wallis Mclaney · HOUSTON, TX
Registration
CRD #4506050 · CAPSTONE ASSET MANAGEMENT COMPANY
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

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

03

Firm Overview

Firm
CROSSMARK GLOBAL INVESTMENTS, INC.
CRD 113360 · SEC 801-17695
AUM
$7.0B
Regulatory assets under management
Employees
51
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

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04

Frequently Asked Questions

What services does Kimberly Wallis Mclaney offer?
Kimberly Wallis Mclaney specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in HOUSTON, Texas for a consultation.
What are Kimberly Wallis Mclaney's credentials?
Kimberly Wallis Mclaney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimberly Wallis Mclaney located?
Kimberly Wallis Mclaney is based in HOUSTON, Texas, working with CAPSTONE ASSET MANAGEMENT COMPANY. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Kimberly Wallis Mclaney charge for services?
Kimberly Wallis Mclaney'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.
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Other Advisors at CAPSTONE ASSET MANAGEMENT COMPANY

Arthur Garfield Smith
HOUSTON, TX
Edward Leonard Jaroski
HOUSTON, TX
Charles Hastings Sylvester
HOUSTON, TX
Heather Treigle Lindsey
HOUSTON, TX
John Rudolf Wolf
HOUSTON, TX
David Neal Rentfrow
HOUSTON, TX

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