CX Institutional, LLC
Firm details
- Headquarters
- Auburn, Indiana
- CRD number
- 292627
- Registered since
- March 1, 2018
- Website
- credentwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI74.45%
- Individuals21.28%
- Corporations / Businesses3.44%
- Charitable Organizations0.74%
- Insurance Companies0.1%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
CX Institutional, LLC is an independent, SEC‑registered registered investment adviser formed in 2018 that provides advisory and portfolio management services to individuals, families and institutional clients. The firm combines financial planning with discretionary portfolio management for individuals, small businesses and institutional entities and also lists pension consulting among its advisory activities. Its fee schedule includes both percentage‑of‑AUM billing and fixed fees. CX Institutional identifies as an active ESG investor and maintains an industry affiliation as an investment adviser. CX Institutional appears to operate as a privately owned LLC with both domestic entity and individual ownership. The firm was included on Forbes’ industry lists in consecutive years, appearing in Forbes’ America's Top RIA Firms in 2023 and again among Top RIA Firms in 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds50%
- Exchange Traded Equities33%
- Other13%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Owners & executives
3 of 6William Ternet
CoordinatorCRD 8090720
Christina North
Chief Financial OfficerCRD 8046806
Dustin Tirpak
Deputy Chief Compliance OfficerCRD 8180202
Contacts
3 of 74
Brian Davis
Wealth ManagerCRD 3142471
Sarah Southworth
Client Service AssociateCRD 7293002
James Priebe
Financial PlannerCRD 7639221
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 673Active vs passive
$2.5B in ETFs
94%
$2.3B
3%
$142M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $186M | 1,847,279 | 7.47% |
Location
Auburn, IN
De Kalb
Location
Auburn, IN
Headquartered in Auburn, IN, anchoring the Fort Wayne-Huntington-Auburn, IN metro in the Midwest.
- Metro area
- Fort Wayne-Huntington-Auburn, IN
- Region
- Midwest
- County
- De Kalb
- Address
- 200 E 7th St
- Time zone
- ET (UTC-5)
- Office locations
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