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Oak Point Financial Group

MemberCXI Advisors, LLCCRD 155126

About Oak Point Financial Group

Oak Point Financial Group is listed as Member at CXI Advisors, LLC in Auburn, IN. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of CXI Advisors, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Oak Point Financial Group work?

Oak Point Financial Group is listed as Member at CXI Advisors, LLC on SEC Form ADV.

How much of CXI Advisors, LLC does Oak Point Financial Group own?

Form ADV reports a beneficial ownership band of 25-50%.

CXI Advisors, LLC

TitleMember
Ownership25-50%
Control personYes
Since2018