CX Institutional, LLC
Firm details
- Headquarters
- Auburn, Indiana
- CRD number
- 292627
- Registered since
- March 1, 2018
- Website
- credentwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI74.45%
- Individuals21.28%
- Corporations / Businesses3.44%
- Charitable Organizations0.74%
- Insurance Companies0.1%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
CX Institutional, LLC is an independent registered investment adviser organized as an LLC that provides fee-based financial planning and portfolio management to both individuals/families and institutional clients. The firm is registered with the SEC and completed its registration in 2018. Its advisory work covers financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting services. Fee arrangements combine a percentage of assets under management and fixed-fee engagements. The firm identifies as an active ESG investor and markets itself to a mix of private and institutional clients rather than acting as a capital allocator. CX Institutional has been recognized on Forbes’ lists of top RIA firms in both 2023 and 2024, reflecting industry visibility among peer-ranked advisers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds50%
- Exchange Traded Equities33%
- Other13%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Owners & executives
3 of 7
David Hefty
Chief Executive OfficerCRD 3251339
Edison Byzyka
Chief Investment OfficerCRD 6150572
Kyle Osting
General Counsel and Chief Compliance OfficerCRD 7590307
Contacts
3 of 77
Christopher Bredeson
Vice PresidentCRD 5757220
Brian Remson
Investment Advisor RepresentativeCRD 5775502
Scott McCandless
Wealth ManagerCRD 5802219
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 726Active vs passive
$2.5B in ETFs
95%
$2.4B
2%
$129M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $195M | 1,933,047 | 7.83% |
Location
Auburn, IN
De Kalb
Location
Auburn, IN
Headquartered in Auburn, IN, anchoring the Fort Wayne-Huntington-Auburn, IN metro in the Midwest.
- Metro area
- Fort Wayne-Huntington-Auburn, IN
- Region
- Midwest
- County
- De Kalb
- Address
- 200 E 7th St
- Time zone
- ET (UTC-5)
- Office locations
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