CXI Advisors, LLC
● SEC registered since 2019CRD 301321SEC# 801-115248Auburn, IN
Reg. AUM
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Employees
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Accounts
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Location
Auburn, IN
CXI Advisors, LLC assets under management
CXI Advisors, LLC is an investment advisory firm registered with the SEC based in Auburn, IN. The firm has been registered since 2019.
CXI Advisors, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| CX Institutional, LLC Control | Owner | Over 75% | 2019 |
| Kyle Brandon Osting Control | Chief Compliance Officer | Under 5% | 2022 |
| Cpf Texas Control | Member | 25-50% | 2018 |
| David W. Hefty Living Trust Uta Dated December 6, 2011 Control | Member | 25-50% | 2018 |
| David Wayne Hefty Control | Trustee | — | 2011 |
| Hefty Wealth Partners Control | Managing Member | 50-75% | 2018 |
| Oak Point Financial Group Control | Member | 25-50% | 2018 |
| Stacy e. Hefty Living Trust Uta Dated December 6, 2011 Control | Member | 25-50% | 2018 |
| Stacy Elaine Hefty Control | Trustee | — | 2011 |
| Thomas Dennis Kehoe Control | Director | 25-50% | 2018 |
Frequently asked questions
Where is CXI Advisors, LLC located?
CXI Advisors, LLC is based in Auburn, IN and has been SEC-registered since 2019.
Does CXI Advisors, LLC disclose fund performance?
CXI Advisors, 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 | 260-333-5123 |
| Fax | 214-696-8885 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |