CX Institutional, LLC
● SEC registered since 2018CRD 292627SEC# 801-112742Auburn, IN
Reg. AUM
$4.46B
Employees
130
Accounts
13,723
Location
Auburn, IN
CX Institutional, LLC assets under management
CX Institutional, LLC is a registered investment adviser overseen by the SEC based in Auburn, IN. The firm has been registered since 2018. It reports $4.5 billion in regulatory assets under management and employs 130 people.
CX Institutional, LLC owners & executives
15 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Albert L Hicks Control | Director | Under 5% | 2025 |
| Christina Lynn North Control | Chief Financial Officer | Under 5% | 2022 |
| Credent Holdings, LLC Control | Managing Member | Over 75% | 2024 |
| David Wayne Hefty Control | Chief Executive Officer | Under 5% | 2018 |
| Edison Byzyka Control | Chief Investment Officer | Under 5% | 2018 |
| Hefty Wealth Partners Control | Managing Member | 25-50% | 2018 |
| Kyle Brandon Osting Control | Chief Compliance Officer, General Counsel | Under 5% | 2022 |
| Matthew J Hendrickson Control | Chief Operating Officer | Under 5% | 2026 |
| Stacy Elaine Hefty Control | President | Under 5% | 2018 |
| Thomas Dennis Kehoe | Managing Director, Wealth Manager | Under 5% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does CX Institutional, LLC manage?
CX Institutional, LLC reports $4.5 billion in regulatory assets under management on its Form ADV.
How many employees does CX Institutional, LLC have?
CX Institutional, LLC reports 130 employees.
Where is CX Institutional, LLC located?
CX Institutional, LLC is based in Auburn, IN and has been SEC-registered since 2018.
Does CX Institutional, LLC disclose fund performance?
CX Institutional, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 200 East 7th Street, Auburn, IN 46706 |
| Phone | 260-927-1830 |
| Fax | 260-927-1865 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1737089 |
| Discloses disciplinary history | No |
Regulatory AUM
$4.46B▲ 34%
Feb '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 14%
Larger than 86% of 16,306 advisers
EmployeesTop 6%
More than 94% of 16,824 advisers
Assets under management
$4.46Bregulatory AUM
Discretionary $4.46B