CX INSTITUTIONAL, LLC
CRD #292627 SEC #801-112742 AUBURN, IN 260-927-1830
SEC Registered
Total AUM
$4.1B
Discretionary
$4.1B
Employees
106
Clients
--
Accounts
14,284
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $4.1B | $4.1B | $0 | 106 | 4 |
| Sep 2025 | $3.9B | $3.9B | $0 | 92 | 4 |
| Sep 2025 | $3.9B | $3.9B | $0 | 92 | 4 |
| Aug 2025 | $3.9B | $3.9B | $0 | 92 | 4 |
| Jun 2025 | $3.3B | $3.3B | $0 | 92 | 4 |
| May 2025 | $3.3B | $3.3B | $0 | 92 | 4 |
| Feb 2025 | $3.3B | $3.3B | $0 | 92 | 4 |
| Nov 2024 | $3.3B | $3.3B | $0 | 85 | 0 |
| Sep 2024 | $2.4B | $2.4B | $0 | 85 | 0 |
| Jun 2024 | $2.4B | $2.4B | $0 | 85 | 0 |
| May 2024 | $2.4B | $2.4B | $0 | 85 | 0 |
| Mar 2024 | $2.4B | $2.4B | $0 | 85 | 0 |
| Mar 2024 | $2.4B | $2.4B | $0 | 85 | 0 |
| Dec 2023 | $2.2B | $2.2B | $0 | 89 | 2 |
| May 2023 | $2.2B | $2.2B | $0 | 89 | 2 |
| Mar 2023 | $2.1B | $2.1B | $0 | 88 | 2 |
| Mar 2023 | $2.1B | $2.1B | $0 | 88 | 2 |
| Nov 2022 | $2B | $2B | $0 | 85 | 4 |
| Jul 2022 | $1.8B | $1.8B | $0 | 79 | 4 |
| May 2022 | $1.5B | $1.5B | $0 | 51 | 4 |
| Apr 2022 | $1.5B | $1.5B | $0 | 51 | 4 |
| Mar 2022 | $1.5B | $1.5B | $0 | 51 | 4 |
| Feb 2022 | $1.5B | $1.5B | $0 | 51 | 4 |
| Nov 2021 | $1.4B | $1.4B | $0 | 46 | 22 |
| Oct 2021 | $1.4B | $1.4B | $0 | 46 | 22 |
| Oct 2021 | $1.4B | $1.4B | $0 | 46 | 22 |
| May 2021 | $1.2B | $1.2B | $0 | 46 | 22 |
| Mar 2021 | $1.2B | $1.2B | $0 | 46 | 22 |
| Mar 2021 | $1.2B | $1.2B | $0 | 46 | 22 |
| Nov 2020 | $936M | $867.8M | $68.2M | 50 | 4 |
| Aug 2020 | $936M | $867.8M | $68.2M | 50 | 4 |
| Aug 2020 | $936M | $867.8M | $68.2M | 50 | 4 |
| Jun 2020 | $936M | $867.8M | $68.2M | 50 | 4 |
| Mar 2020 | $936M | $867.8M | $68.2M | 50 | 4 |
| Nov 2019 | $581.1M | $581.1M | $0 | 32 | 11 |
| May 2019 | $581.1M | $581.1M | $0 | 32 | 11 |
| May 2019 | $581.1M | $581.1M | $0 | 32 | 11 |
| Jan 2019 | $581.1M | $581.1M | $0 | 32 | 11 |
| Nov 2018 | $352.8M | $342.8M | $10M | 17 | 0 |
| Aug 2018 | $352.8M | $342.8M | $10M | 17 | 0 |
| Aug 2018 | $352.8M | $342.8M | $10M | 17 | 0 |
| Jul 2018 | $352.8M | $342.8M | $10M | 17 | 0 |
| Apr 2018 | $352.8M | $342.8M | $10M | 17 | 0 |
| Apr 2018 | $352.8M | $342.8M | $10M | 17 | 0 |
| Mar 2018 | $352.8M | $342.8M | $10M | 17 | 0 |
DateOct 2025
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees106
Clients4
DateSep 2025
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees92
Clients4
DateSep 2025
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees92
Clients4
DateAug 2025
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees92
Clients4
DateJun 2025
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees92
Clients4
DateMay 2025
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees92
Clients4
DateFeb 2025
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees92
Clients4
DateNov 2024
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees85
Clients0
DateSep 2024
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees85
Clients0
DateJun 2024
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees85
Clients0
DateMay 2024
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees85
Clients0
DateMar 2024
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees85
Clients0
DateMar 2024
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees85
Clients0
DateDec 2023
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees89
Clients2
DateMay 2023
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees89
Clients2
DateMar 2023
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees88
Clients2
DateMar 2023
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees88
Clients2
DateNov 2022
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees85
Clients4
DateJul 2022
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees79
Clients4
DateMay 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees51
Clients4
DateApr 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees51
Clients4
DateMar 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees51
Clients4
DateFeb 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees51
Clients4
DateNov 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees46
Clients22
DateOct 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees46
Clients22
DateOct 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees46
Clients22
DateMay 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees46
Clients22
DateMar 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees46
Clients22
DateMar 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees46
Clients22
DateNov 2020
Total AUM$936M
Discretionary$867.8M
Non-Disc.$68.2M
Employees50
Clients4
DateAug 2020
Total AUM$936M
Discretionary$867.8M
Non-Disc.$68.2M
Employees50
Clients4
DateAug 2020
Total AUM$936M
Discretionary$867.8M
Non-Disc.$68.2M
Employees50
Clients4
DateJun 2020
Total AUM$936M
Discretionary$867.8M
Non-Disc.$68.2M
Employees50
Clients4
DateMar 2020
Total AUM$936M
Discretionary$867.8M
Non-Disc.$68.2M
Employees50
Clients4
DateNov 2019
Total AUM$581.1M
Discretionary$581.1M
Non-Disc.$0
Employees32
Clients11
DateMay 2019
Total AUM$581.1M
Discretionary$581.1M
Non-Disc.$0
Employees32
Clients11
DateMay 2019
Total AUM$581.1M
Discretionary$581.1M
Non-Disc.$0
Employees32
Clients11
DateJan 2019
Total AUM$581.1M
Discretionary$581.1M
Non-Disc.$0
Employees32
Clients11
DateNov 2018
Total AUM$352.8M
Discretionary$342.8M
Non-Disc.$10M
Employees17
Clients0
DateAug 2018
Total AUM$352.8M
Discretionary$342.8M
Non-Disc.$10M
Employees17
Clients0
DateAug 2018
Total AUM$352.8M
Discretionary$342.8M
Non-Disc.$10M
Employees17
Clients0
DateJul 2018
Total AUM$352.8M
Discretionary$342.8M
Non-Disc.$10M
Employees17
Clients0
DateApr 2018
Total AUM$352.8M
Discretionary$342.8M
Non-Disc.$10M
Employees17
Clients0
DateApr 2018
Total AUM$352.8M
Discretionary$342.8M
Non-Disc.$10M
Employees17
Clients0
DateMar 2018
Total AUM$352.8M
Discretionary$342.8M
Non-Disc.$10M
Employees17
Clients0