CX Institutional, LLC

Overview

CX Institutional, LLC is an SEC registered investment adviser based in Auburn, IN, registered since 2018. It reports $4.5B in assets under management across 13,723 accounts, with 130 employees. It has 80 investment adviser representatives.

Reported AUM

$4.5B

Discretionary

100%

Accounts

13,723

Average account

$325K

Employees

130

Advisory reps

80

Registered since

2018

Jurisdictions

42

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 8

• David Wayne Hefty Chief Executive Officer CRD 3251339
• Stacy Elaine Hefty President CRD 4037576
• Thomas Dennis Kehoe Jr Managing Director, Wealth Partner CRD 4823868

5 more executive officers, with direct contact details

Advisory reps 3 of 80

• Nelson Battle Arrington Iii Investment Adviser Rep CRD 2393329
• Timothy Patrick Atkinson Investment Adviser Rep CRD 2335446
• Chad Andrew Baxter Investment Adviser Rep CRD 6218834

77 more advisory reps, with emails, phones and branch locations

Location

Headquarters

200 E 7th St
Auburn, IN 46706

County

DeKalb

Metro area

Auburn, IN

Region

Midwest

Registrations

• SEC registered
• Registered in 42 jurisdictions
• Website: credentwealth.com

Every state, with registration dates

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