RIA
    SEC Registered

    Ce Investment Management, LLC

    Registered investment advisor · Oklahoma City, Oklahoma · CRD #299786

    Assets Under Management
    $5.9B
    Client Accounts
    6
    Employees
    17
    CRD Number
    299786
    Registration
    SEC Registered
    Custodian
    U.s. Bank N.a., Umb Financial Services

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Ce Investment Management, LLC

    Investment Adviser Firm Summary. CE INVESTMENT MANAGEMENT, LLC ( CRD # 299786 ... In addition, some investment advisers manage investment portfolios and offer ... CE INVESTMENT MANAGEMENT, LLC is a Oklahoma City, Oklahoma based Financial Planning firm with nearly $6,272,435,135 assets under management, offering retirement ... CE INVESTMENT MANAGEMENT, LLC (CEIM) was founded in 2018 by William and Linda Cameron as part of the Cameron Enterprises group of Companies.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Ce Investment Management, LLC

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    Frequently Asked Questions

    What is Ce Investment Management, LLC's AUM?

    Ce Investment Management, LLC reports approximately $5.9B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Ce Investment Management, LLC headquartered?

    Ce Investment Management, LLC is headquartered in Oklahoma City, Oklahoma.

    What is Ce Investment Management, LLC's CRD number?

    Ce Investment Management, LLC's CRD number is 299786. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Ce Investment Management, LLC manage?

    Ce Investment Management, LLC manages approximately 6 client accounts according to its latest SEC filing.

    Is Ce Investment Management, LLC SEC registered?

    Yes, Ce Investment Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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