CXI ADVISORS, LLC

Overview

CXI Advisors, LLC is a small, SEC-registered independent advisory firm that acts as a capital allocator and manager-of-managers. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. CXI combines discretionary portfolio authority with non-discretionary advisory relationships, and it identifies as an active ESG investor, which suggests ESG considerations are part of manager selection and portfolio construction. The firm’s business model leans on sourcing third‑party managers and implementing externally managed solutions rather than running large in‑house proprietary product platforms. Its fee arrangements are flexible—percentage of AUM, hourly charges and fixed fees—allowing it to serve both ongoing managed-account relationships and project-based advisory work. As a related adviser and capital allocator, CXI focuses on due diligence and manager selection alongside direct portfolio management.

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