Wealth Manager
    SEC Registered
    Manages Private Funds

    Cx Institutional, LLC

    Registered investment advisor · Auburn, Indiana · CRD #292627

    Assets Under Management
    $4.5B
    Client Accounts
    13,723
    Employees
    130
    CRD Number
    292627
    Registration
    SEC Registered

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

    About Cx Institutional, LLC

    CX Institutional, LLC, d/b/a Credent Wealth Management, is a fee-only Registered Investment Advisor based in Indiana with over $4 billion in assets under management. It offers commission-free, transparent financial planning and investment strategies. The firm is registered with the SEC and provides portfolio management and financial planning services.

    Fee Structure

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

    Contacts, 13F holdings & brochure intel for Cx Institutional, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Cx Institutional, LLC's AUM?

    Cx Institutional, LLC reports approximately $4.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Cx Institutional, LLC headquartered?

    Cx Institutional, LLC is headquartered in Auburn, Indiana.

    What is Cx Institutional, LLC's CRD number?

    Cx Institutional, LLC's CRD number is 292627. 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 Cx Institutional, LLC manage?

    Cx Institutional, LLC manages approximately 13,723 client accounts according to its latest SEC filing.

    Is Cx Institutional, LLC SEC registered?

    Yes, Cx Institutional, LLC is registered with the SEC as an investment adviser with an approved registration status.

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