# CX Institutional, LLC

> 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.

- CRD: 292627
- Filed as: CX INSTITUTIONAL, LLC
- Also doing business as: CREDENT WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Auburn, IN
- Filing period: October 2026
- Form ADV filing dated: March 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/292627
- AdvisorCensus page: https://advisorcensus.com/firm/cx-institutional-llc-auburn-in-292627

## Quick answers

**How is CX Institutional, LLC compensated?**
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).

**Where is CX Institutional, LLC located?**
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).

**Is CX Institutional, LLC registered with the SEC or a state?**
CX Institutional, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 292627.

**How much does CX Institutional, LLC manage?**
CX Institutional, LLC reports $4,464,692,612 in regulatory assets under management in its Form ADV filing dated March 28, 2026 (100% discretionary).

**How have CX Institutional, LLC's assets and staff changed since 2021?**
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.

**What types of clients does CX Institutional, LLC serve?**
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).

**Which custodians does CX Institutional, LLC use?**
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.

**Does CX Institutional, LLC report any disciplinary disclosures?**
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

**Does CX Institutional, LLC state an account minimum?**
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."

**What changed in CX Institutional, LLC's recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Account minimum: $5,000

> Asset Management : CX Institutional generally requires a minimum asset level of $5,000 for investment management services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $4,464,692,612
- Discretionary: $4,464,692,612
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2,997 | $949,898,982 |
| High net worth individuals | 1,556 | $3,323,986,608 |
| Charitable organizations | 7 | $32,820,291 |
| Insurance companies | Fewer than 5 | $4,460,842 |
| Corporations or other businesses not listed above | Fewer than 5 | $153,525,889 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 130 total, 73 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Amarillo, TX
- Ann Arbor, MI
- Auburn Hills, MI
- Bloomington, MN
- Blue Ash, OH
- Columbus, OH
- Lafayette, IN
- Louisville, KY
- Oklahoma City, OK
- Plano, TX
- Portage, MI
- River Falls, WI
- Tulsa, OK
- Woodway, TX

### Websites listed on Form ADV (Item 1.I)
- [advisor.credentwealth.com](https://advisor.credentwealth.com)
- [credentwealth.com](https://credentwealth.com)
- [credentwealth.com/clarifywealth](https://credentwealth.com/clarifywealth)
- [credentwealth.com/mainstreet-financial-advisors](https://credentwealth.com/mainstreet-financial-advisors)
- [credentwealth.com/tfg-advisors](https://credentwealth.com/tfg-advisors)
- Facebook @CredentWealth
- LinkedIn @credent-wealth-management
- LinkedIn @credentadvisorsolutions
- X @credentwealth
- YouTube @CredentWealth
- YouTube @JoinCredentWealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,174,724,762 | 46 | May 20, 2021 |
| October 2022 | $1,828,059,067 | 79 | July 8, 2022 |
| October 2023 | $2,219,624,079 | 89 | May 19, 2023 |
| October 2024 | $2,386,979,619 | 85 | September 23, 2024 |
| October 2025 | $3,337,998,958 | 92 | June 5, 2025 |
| October 2026 | $4,464,692,612 | 130 | March 28, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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).

### December 2025
- 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.

### November 2025
- Changed its office addresses in Amarillo, TX.
- Changed its office addresses in Blue Ash, OH.
- Added an office in Kalamazoo, MI.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CX Institutional, LLC (CRD 292627): Form ADV filing data as of October 2026.