CX INSTITUTIONAL, LLC

RIASEC RegisteredEst. 2018

Total AUM

$4.5B

Discretionary

$4.5B

100% of AUM

Avg account

$325K

Accounts

13,723

Employees

130

Advisory reps

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

FINTRX

Overview

CX Institutional, LLC is an independent, SEC-registered advisory firm (registered in 2018) that provides financial planning and portfolio management to both individual/family and institutional clients. The firm offers fee arrangements that include a percentage of assets under management and fixed-fee engagements. Its advisory services list financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting. CX Institutional identifies as an active ESG investor and is organized as a limited liability company with domestic entity and individual ownership. CX Institutional appears to position itself as a multi-service RIA that blends traditional wealth-management solutions with specialized offerings such as pension consulting and institutional portfolio work. It is not described as a capital allocator; rather, it implements third-party funds and public securities alongside annuities and other packaged products.