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CX INSTITUTIONAL, LLC
CRD 292627 · SEC 801-112742
200 EAST 7TH STREET, AUBURN, IN, 46706, United States
Phone
260-927-1830
Fax
260-927-1865
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.46B
Discretionary AUM
$4.46B
Team
130 total employees; 73 advisory reps; 3 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2997 | $949.9M |
| High net worth individuals | 1556 | $3.32B |
| Charitable organizations | 7 | $32.8M |
States served
AL, AZ, AR, CA, CO, DC, GA, IL, IN, IA, KS, KY, LA, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, SC, TN, UT, VA, WV, WI, MO, WA, TX, NH, CT, FL
All web addresses on file
- https://www.credentwealth.com
- https://www.facebook.com/CredentWealth
- https://www.linkedin.com/company/credent-wealth-management
- https://www.youtube.com/@CredentWealth
- https://www.youtube.com/@JoinCredentWealth
- https://www.linkedin.com/company/credentadvisorsolutions
- https://credentwealth.com/clarifywealth/
- https://advisor.credentwealth.com
- http://credentwealth.com/mainstreet-financial-advisors/
- http://credentwealth.com/tfg-advisors/
- https://x.com/credentwealth
Official SEC filing: View on IAPD