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CE INVESTMENT MANAGEMENT, LLC
CRD 299786File 801-116817
APPROVED
Filing as of Mar 30, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| 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.