{
  "crd_number": 292627,
  "slug": "cx-institutional-llc-auburn-in-292627",
  "primary_business_name": "CX INSTITUTIONAL, LLC",
  "legal_name": "CX INSTITUTIONAL, LLC",
  "dbas": [
    "CREDENT WEALTH MANAGEMENT"
  ],
  "city": "Auburn",
  "state": "IN",
  "country": "United States",
  "cbsa_code": "12140",
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-03-01",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-03-28",
  "carried_forward": false,
  "raum_total": 4464692612.0,
  "raum_discretionary": 4464692612.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 130,
  "advisory_employees": 73,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 32820291.0,
      "count": 7
    },
    "individuals": {
      "raum": 949898982.0,
      "count": 2997
    },
    "insurance_companies": {
      "raum": 4460842.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 3323986608.0,
      "count": 1556
    },
    "corporations_other_businesses": {
      "raum": 153525889.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "FL",
    "GA",
    "IA",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "SC",
    "TN",
    "TX",
    "UT",
    "VA",
    "WA",
    "WI",
    "WV"
  ],
  "websites": [
    "https://advisor.credentwealth.com",
    "https://credentwealth.com",
    "https://credentwealth.com/clarifywealth",
    "https://credentwealth.com/mainstreet-financial-advisors",
    "https://credentwealth.com/tfg-advisors",
    "https://facebook.com/CredentWealth",
    "https://linkedin.com/company/credent-wealth-management",
    "https://linkedin.com/company/credentadvisorsolutions",
    "https://x.com/credentwealth",
    "https://youtube.com/@CredentWealth",
    "https://youtube.com/@JoinCredentWealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/292627",
  "city_as_filed": "AUBURN",
  "url": "https://advisorcensus.com/firm/cx-institutional-llc-auburn-in-292627",
  "display_name": "CX Institutional, LLC",
  "summary": "CX Institutional, LLC is an SEC-registered investment advisory firm in Auburn, IN, registered since 2018, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 28, 2026.",
  "citation": "AdvisorCensus. CX Institutional, LLC (CRD 292627): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is CX Institutional, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), CX Institutional, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is CX Institutional, LLC located?",
      "a": "CX Institutional, LLC's principal office is in Auburn, IN, according to its Form ADV; the April 2026 filing also lists 14 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is CX Institutional, LLC registered with the SEC or a state?",
      "a": "CX Institutional, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 292627."
    },
    {
      "q": "How much does CX Institutional, LLC manage?",
      "a": "CX Institutional, LLC reports $4,464,692,612 in regulatory assets under management in its Form ADV filing dated March 28, 2026 (100% discretionary)."
    },
    {
      "q": "How have CX Institutional, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for CX Institutional, LLC: Regulatory assets under management: $1,174,724,762 in the October 2021 data and $4,464,692,612 in the October 2026 data, up 280%. Total employees: 46 in October 2021 and 130 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does CX Institutional, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2,997); high net worth individuals (1,556); charitable organizations (7)."
    },
    {
      "q": "Which custodians does CX Institutional, LLC use?",
      "a": "CX Institutional, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does CX Institutional, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/292627"
    },
    {
      "q": "Does CX Institutional, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 27, 2026 says: \"Asset Management : CX Institutional generally requires a minimum asset level of $5,000 for investment management services.\""
    },
    {
      "q": "What changed in CX Institutional, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 68 to 73. Added an office in Tulsa, OK. No longer lists an office in Kalamazoo, MI. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1174724762.0,
      "total_employees": 46,
      "filing_date": "2021-05-20"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1828059067.0,
      "total_employees": 79,
      "filing_date": "2022-07-08"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 2219624079.0,
      "total_employees": 89,
      "filing_date": "2023-05-19"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 2386979619.0,
      "total_employees": 85,
      "filing_date": "2024-09-23"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 3337998958.0,
      "total_employees": 92,
      "filing_date": "2025-06-05"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 4464692612.0,
      "total_employees": 130,
      "filing_date": "2026-03-28"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 68 to 73.",
        "Added an office in Tulsa, OK.",
        "No longer lists an office in Kalamazoo, MI.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 59 to 68.",
        "Regulatory assets under management went from $3,337,998,958 to $4,121,239,331 (+23%).",
        "Registered or notice-filed in CT, DC, WV."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Changed its office addresses in Amarillo, TX.",
        "Changed its office addresses in Blue Ash, OH.",
        "Added an office in Kalamazoo, MI."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$5,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $5,000"
        ],
        "quotes": [
          "Asset Management : CX Institutional generally requires a minimum asset level of $5,000 for investment management services."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 5000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Asset Management : CX Institutional generally requires a minimum asset level of $5,000 for investment management services."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/cx-institutional-llc-auburn-in-292627.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 2997,
      "fewer_than_5": false,
      "raum": 949898982.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 1556,
      "fewer_than_5": false,
      "raum": 3323986608.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 7,
      "fewer_than_5": false,
      "raum": 32820291.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": true,
      "raum": 4460842.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 153525889.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/292627",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}