Investment adviser · CRD 292627
CX INSTITUTIONAL, LLC
Investment adviser filing (IA)
AUBURN, IN, United States · Form ADV filed Mar 28, 2026
- Regulatory AUM
- $4.46B Form ADV · Item 5.F
- Client accounts
- 13,723 Accounts, not individual clients
- Employees
- 130 Reported in this filing
- Advisory professionals
- 73 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 1,556 | $3,323,986,608 | 74.5% |
| Individuals | 2,997 | $949,898,982 | 21.3% |
| Corporations & businesses | Fewer than 5 | $153,525,889 | 3.4% |
| Charities | 7 | $32,820,291 | 0.7% |
| Insurance companies | Fewer than 5 | $4,460,842 | 0.1% |
Filing source
Form ADV 2086030 · Mar 28, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 28, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Fixed
Principal office
200 EAST 7TH STREETAUBURN, IN, 46706, United States
CRD 292627
Filing source
Form ADV 2086030 · Mar 28, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.