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CX INSTITUTIONAL, LLC
CRD 292627File 801-112742
APPROVED
Retail clients
Custody
Filing as of Mar 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$4.46B
Top 25% of cohort (national)
Discretionary AUM
$4.46B
Clients
4,560
13,723 accounts
Employees
130
Top 10% of cohort in IN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 1, 2018
- Principal office
- 200 EAST 7TH STREET, AUBURN, IN, 46706
- Phone
- 260-927-1830
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.46B
- Discretionary AUM
- $4.46B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 13,723
- Non-discretionary accounts
- 0
- Total accounts
- 13,723
- AUM per client
- $979K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $153.5M |
| Insurance companies | Fewer than 5 | $4.5M |
| Charitable organizations | 7 | $32.8M |
| High net worth individuals | 1,556 | $3.32B |
| Individuals (other than high net worth individuals) | 2,997 | $949.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.