| Name | Title | Ownership | Since |
|---|---|---|---|
| Christina Lynn North Control | Chief Financial Officer | Under 5% | 2022 |
| Christopher Joel Lipper | Managing Director/Wealth Manager | Under 5% | 2018 |
| Credent Holdings, LLC Control | Managing Member | Over 75% | 2024 |
CX Institutional, LLC reports $3.9 billion in regulatory assets under management on its Form ADV.
CX Institutional, LLC reports 92 employees.
CX Institutional, LLC is based in Auburn, IN and has been SEC-registered since 2018.
CX Institutional, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 200 East 7th Street, Auburn, IN 46706 |
| Phone | 260-927-1830 |
| Fax | 260-927-1865 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1737089 |
| Discloses disciplinary history | No |
| Discretionary | $3.92B |
| Non-discretionary | $0 |
| Total (RAUM) | $3.92B |