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CXI ADVISORS, LLC

AUBURN, IN · CRD 301321 · IAPD ↗ · cxiadvisors.com · 260-333-5123

$0Regulatory AUM
0Advisory reps
0Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2025 — CXI ADVISORS, LLC began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance

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