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CX INSTITUTIONAL, LLC

AUBURN, IN · CRD 292627 · IAPD ↗ · credentwealth.com · 260-927-1830

$4.46BRegulatory AUM
73Advisory reps
130Employees
3Clients
More than 500Planning clients
0Private funds
42States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — CX INSTITUTIONAL, LLC added office(s): 14 -> 15 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
April 2026 — CX INSTITUTIONAL, LLC grew from 68 to 73 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
51
December 2025 — CX INSTITUTIONAL, LLC notice-filed in CT, DC, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
December 2025 — CX INSTITUTIONAL, LLC added office(s): 11 -> 14 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
79
December 2025 — CX INSTITUTIONAL, LLC grew from 59 to 68 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
49
July 2025 — CX INSTITUTIONAL, LLC notice-filed in NV, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
82
March 2025 — CX INSTITUTIONAL, LLC grew from 47 to 59 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
December 2024 — CX INSTITUTIONAL, LLC added office(s): 8 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
December 2024 — CX INSTITUTIONAL, LLC reported RAUM up 39% ($2.39B -> $3.31B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
51
October 2024 — CX INSTITUTIONAL, LLC notice-filed in MS, MT, OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — CX INSTITUTIONAL, LLC shrank from 58 to 47 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.