Cx Institutional, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Auburn, IN. Its latest Form ADV filing, dated March 28, 2026, reports $4.5B in regulatory assets under management, 130 employees, 15 offices, and 13,723 accounts.
Top client segmentIndividuals represent 65.7% of total clients.
Top client categories% of clientsClients
1
Individuals
65.7%
2,997
2
HNWI
34.1%
1,556
3
Charitable
0.2%
7
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.5Bas of March 28, 2026
Discretionary100.0%
$4.5B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$4.5B
Total Accounts13,723
10Y AUM Change+$4.1B (+1165.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees130
Clients per Employee35:1
10Y Employee Change+113 (+664.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.