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CE INVESTMENT MANAGEMENT, LLC
CRD 299786File 801-116817
APPROVED
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.91B
Top 25% of cohort (national)
Discretionary AUM
$5.91B
Clients
0
6 accounts
Employees
17
Top 10% of cohort in OK
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jun 18, 2019
- Principal office
- 9000 CAMERON PARKWAY, 11TH FLOOR, OKLAHOMA CITY, OK, 73114
- Phone
- 405-523-5348
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.91B
- Discretionary AUM
- $5.91B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 6
- Non-discretionary accounts
- 0
- Total accounts
- 6
- AUM per client
- —
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $129.0M |
| Insurance companies | Fewer than 5 | $5.68B |
| Charitable organizations | Fewer than 5 | $95.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | AUM | $5,684,600,555 | $5,907,573,125 | increased by$222,972,570 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 13 | 17 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 0 | — | |
| May 1, 2025 vs Oct 1, 2022 | AUM | $6,458,808,312 | $5,684,600,555 | decreased by$774,207,757 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 5 | 6 | increased by1 |
| Apr 1, 2022 | Custody | Yes | No | |
| Apr 1, 2022 | AUM | $6,406,074,948 | $6,458,808,312 | increased by$52,733,364 |
| Apr 1, 2022 | Accounts | 6 | 5 | decreased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CE INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CE INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
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.