CXI ADVISORS, LLC
CRD #301321 SEC #801-115248 AUBURN, IN 260-333-5123
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
0
Clients
0
Accounts
0
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 23, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BRADTMILLER, SCOTT, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRADTMILLER, SCOTT, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRADTMILLER, SCOTT, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRADTMILLER, SCOTT, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRADTMILLER, SCOTT, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRADTMILLER, SCOTT, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRADTMILLER, SCOTT, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRADTMILLER, SCOTT, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURSE, JUSTIN, MALCOLM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURSE, JUSTIN, MALCOLM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURSE, JUSTIN, MALCOLM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURSE, JUSTIN, MALCOLM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Osting, Kyle, Brandon | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Osting, Kyle, Brandon | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Osting, Kyle, Brandon | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Osting, Kyle, Brandon | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Osting, Kyle, Brandon | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Osting, Kyle, Brandon | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Osting, Kyle, Brandon | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CX INSTITUTIONAL, LLC | DE | OWNER | E | Control |
| CX INSTITUTIONAL, LLC | DE | OWNER | E | Control |
| CX INSTITUTIONAL, LLC | DE | OWNER | E | Control |
| CX INSTITUTIONAL, LLC | DE | OWNER | E | Control |
| CX INSTITUTIONAL, LLC | DE | OWNER | E | Control |
| CX INSTITUTIONAL, LLC | DE | OWNER | E | Control |
| CX INSTITUTIONAL, LLC | DE | OWNER | E | Control |
| CX INSTITUTIONAL, LLC | DE | OWNER | E | Control |
| CX INSTITUTIONAL, LLC | DE | OWNER | E | Control |
| CX INSTITUTIONAL, LLC | DE | OWNER | E | Control |
| CX INSTITUTIONAL, LLC | DE | OWNER | E | Control |
| CX INSTITUTIONAL, LLC | DE | OWNER | E | Control |
| CX INSTITUTIONAL, LLC | DE | OWNER | E | Control |
| CX INSTITUTIONAL, LLC | DE | OWNER | E | Control |
| CX INSTITUTIONAL, LLC | DE | OWNER | E | Control |
| CX INSTITUTIONAL, LLC | DE | OWNER | E | Control |
| CX INSTITUTIONAL, LLC | DE | OWNER | E | Control |
| CX INSTITUTIONAL, LLC | DE | OWNER | E | Control |
| CX INSTITUTIONAL, LLC | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| HEFTY, DAVID, WAYNE | I | DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, DAVID, WAYNE | I | DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, DAVID, WAYNE | I | DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, DAVID, WAYNE | I | DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, DAVID, WAYNE | I | DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, DAVID, WAYNE | I | DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, DAVID, WAYNE | I | DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, DAVID, WAYNE | I | DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, DAVID, WAYNE | I | DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, DAVID, WAYNE | I | DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, DAVID, WAYNE | I | DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, DAVID, WAYNE | I | DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, DAVID, WAYNE | I | DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, DAVID, WAYNE | I | DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, DAVID, WAYNE | I | DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, DAVID, WAYNE | I | DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, DAVID, WAYNE | I | DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, STACY, ELAINE | I | STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, STACY, ELAINE | I | STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, STACY, ELAINE | I | STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, STACY, ELAINE | I | STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, STACY, ELAINE | I | STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, STACY, ELAINE | I | STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, STACY, ELAINE | I | STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, STACY, ELAINE | I | STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, STACY, ELAINE | I | STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, STACY, ELAINE | I | STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, STACY, ELAINE | I | STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, STACY, ELAINE | I | STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, STACY, ELAINE | I | STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, STACY, ELAINE | I | STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, STACY, ELAINE | I | STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, STACY, ELAINE | I | STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, STACY, ELAINE | I | STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY WEALTH PARTNERS | DE | CX INSTITUTIONAL, LLC | D | Control |
| HEFTY WEALTH PARTNERS | DE | CX INSTITUTIONAL, LLC | D | Control |
| HEFTY WEALTH PARTNERS | DE | CX INSTITUTIONAL, LLC | D | Control |
| HEFTY WEALTH PARTNERS | DE | CX INSTITUTIONAL, LLC | D | Control |
| HEFTY WEALTH PARTNERS | DE | CX INSTITUTIONAL, LLC | D | Control |
| HEFTY WEALTH PARTNERS | DE | CX INSTITUTIONAL, LLC | D | Control |
| HEFTY WEALTH PARTNERS | DE | CX INSTITUTIONAL, LLC | D | Control |
| HEFTY WEALTH PARTNERS | DE | CX INSTITUTIONAL, LLC | D | Control |
| HEFTY WEALTH PARTNERS | DE | CX INSTITUTIONAL, LLC | D | Control |
| HEFTY WEALTH PARTNERS | DE | CX INSTITUTIONAL, LLC | D | Control |
| HEFTY WEALTH PARTNERS | DE | CX INSTITUTIONAL, LLC | D | Control |
| HEFTY WEALTH PARTNERS | DE | CX INSTITUTIONAL, LLC | D | Control |
| HEFTY WEALTH PARTNERS | DE | CX INSTITUTIONAL, LLC | D | Control |
| HEFTY WEALTH PARTNERS | DE | CX INSTITUTIONAL, LLC | D | Control |
| HEFTY WEALTH PARTNERS | DE | CX INSTITUTIONAL, LLC | D | Control |
| HEFTY WEALTH PARTNERS | DE | CX INSTITUTIONAL, LLC | D | Control |
| HEFTY WEALTH PARTNERS | DE | CX INSTITUTIONAL, LLC | D | Control |
| KNOWLTON, JOHN, THOMAS | I | OAK POINT FINANCIAL GROUP | D | Control |
| KNOWLTON, JOHN, THOMAS | I | OAK POINT FINANCIAL GROUP | D | Control |
| KNOWLTON, JOHN, THOMAS | I | OAK POINT FINANCIAL GROUP | D | Control |
| KNOWLTON, JOHN, THOMAS | I | OAK POINT FINANCIAL GROUP | D | Control |
| KNOWLTON, JOHN, THOMAS | I | OAK POINT FINANCIAL GROUP | D | Control |
| KNOWLTON, JOHN, THOMAS | I | OAK POINT FINANCIAL GROUP | D | Control |
| KNOWLTON, JOHN, THOMAS | I | OAK POINT FINANCIAL GROUP | D | Control |
| KNOWLTON, JOHN, THOMAS | I | OAK POINT FINANCIAL GROUP | D | Control |
| KNOWLTON, JOHN, THOMAS | I | OAK POINT FINANCIAL GROUP | D | Control |
| KNOWLTON, JOHN, THOMAS | I | OAK POINT FINANCIAL GROUP | D | Control |
| KNOWLTON, JOHN, THOMAS | I | OAK POINT FINANCIAL GROUP | D | Control |
| KNOWLTON, JOHN, THOMAS | I | OAK POINT FINANCIAL GROUP | D | Control |
| KNOWLTON, JOHN, THOMAS | I | OAK POINT FINANCIAL GROUP | D | Control |
| KNOWLTON, JOHN, THOMAS | I | OAK POINT FINANCIAL GROUP | D | Control |
| KNOWLTON, JOHN, THOMAS | I | OAK POINT FINANCIAL GROUP | D | Control |
| CPF TEXAS | DE | CX INSTITUTIONAL, LLC | C | Control |
| CPF TEXAS | DE | CX INSTITUTIONAL, LLC | C | Control |
| CPF TEXAS | DE | CX INSTITUTIONAL, LLC | C | Control |
| CPF TEXAS | DE | CX INSTITUTIONAL, LLC | C | Control |
| CPF TEXAS | DE | CX INSTITUTIONAL, LLC | C | Control |
| CPF TEXAS | DE | CX INSTITUTIONAL, LLC | C | Control |
| CPF TEXAS | DE | CX INSTITUTIONAL, LLC | C | Control |
| CPF TEXAS | DE | CX INSTITUTIONAL, LLC | C | Control |
| CPF TEXAS | DE | CX INSTITUTIONAL, LLC | C | Control |
| CPF TEXAS | DE | CX INSTITUTIONAL, LLC | C | Control |
| CPF TEXAS | DE | CX INSTITUTIONAL, LLC | C | Control |
| CPF TEXAS | DE | CX INSTITUTIONAL, LLC | C | Control |
| CPF TEXAS | DE | CX INSTITUTIONAL, LLC | C | Control |
| CPF TEXAS | DE | CX INSTITUTIONAL, LLC | C | Control |
| CPF TEXAS | DE | CX INSTITUTIONAL, LLC | C | Control |
| CPF TEXAS | DE | CX INSTITUTIONAL, LLC | C | Control |
| CPF TEXAS | DE | CX INSTITUTIONAL, LLC | C | Control |
| DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| KEHOE, THOMAS, DENNIS | I | OAK POINT FINANCIAL GROUP | C | Control |
| KEHOE, THOMAS, DENNIS | I | OAK POINT FINANCIAL GROUP | C | Control |
| KEHOE, THOMAS, DENNIS | I | OAK POINT FINANCIAL GROUP | C | Control |
| KEHOE, THOMAS, DENNIS | I | OAK POINT FINANCIAL GROUP | C | Control |
| KEHOE, THOMAS, DENNIS | I | OAK POINT FINANCIAL GROUP | C | Control |
| KEHOE, THOMAS, DENNIS | I | OAK POINT FINANCIAL GROUP | C | Control |
| KEHOE, THOMAS, DENNIS | I | OAK POINT FINANCIAL GROUP | C | Control |
| KEHOE, THOMAS, DENNIS | I | OAK POINT FINANCIAL GROUP | C | Control |
| KEHOE, THOMAS, DENNIS | I | OAK POINT FINANCIAL GROUP | C | Control |
| KEHOE, THOMAS, DENNIS | I | OAK POINT FINANCIAL GROUP | C | Control |
| KEHOE, THOMAS, DENNIS | I | OAK POINT FINANCIAL GROUP | C | Control |
| KEHOE, THOMAS, DENNIS | I | OAK POINT FINANCIAL GROUP | C | Control |
| KEHOE, THOMAS, DENNIS | I | OAK POINT FINANCIAL GROUP | C | Control |
| KEHOE, THOMAS, DENNIS | I | OAK POINT FINANCIAL GROUP | C | Control |
| KEHOE, THOMAS, DENNIS | I | OAK POINT FINANCIAL GROUP | C | Control |
| KEHOE, THOMAS, DENNIS | I | OAK POINT FINANCIAL GROUP | C | Control |
| KEHOE, THOMAS, DENNIS | I | OAK POINT FINANCIAL GROUP | C | Control |
| OAK POINT FINANCIAL GROUP | DE | CX INSTITUTIONAL, LLC | C | Control |
| OAK POINT FINANCIAL GROUP | DE | CX INSTITUTIONAL, LLC | C | Control |
| OAK POINT FINANCIAL GROUP | DE | CX INSTITUTIONAL, LLC | C | Control |
| OAK POINT FINANCIAL GROUP | DE | CX INSTITUTIONAL, LLC | C | Control |
| OAK POINT FINANCIAL GROUP | DE | CX INSTITUTIONAL, LLC | C | Control |
| OAK POINT FINANCIAL GROUP | DE | CX INSTITUTIONAL, LLC | C | Control |
| OAK POINT FINANCIAL GROUP | DE | CX INSTITUTIONAL, LLC | C | Control |
| OAK POINT FINANCIAL GROUP | DE | CX INSTITUTIONAL, LLC | C | Control |
| OAK POINT FINANCIAL GROUP | DE | CX INSTITUTIONAL, LLC | C | Control |
| OAK POINT FINANCIAL GROUP | DE | CX INSTITUTIONAL, LLC | C | Control |
| OAK POINT FINANCIAL GROUP | DE | CX INSTITUTIONAL, LLC | C | Control |
| OAK POINT FINANCIAL GROUP | DE | CX INSTITUTIONAL, LLC | C | Control |
| OAK POINT FINANCIAL GROUP | DE | CX INSTITUTIONAL, LLC | C | Control |
| OAK POINT FINANCIAL GROUP | DE | CX INSTITUTIONAL, LLC | C | Control |
| OAK POINT FINANCIAL GROUP | DE | CX INSTITUTIONAL, LLC | C | Control |
| OAK POINT FINANCIAL GROUP | DE | CX INSTITUTIONAL, LLC | C | Control |
| OAK POINT FINANCIAL GROUP | DE | CX INSTITUTIONAL, LLC | C | Control |
| STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
Registrations
Federal
IA
Feb 23, 2025 REGISTERED
Notice Filings (4)
DE IN LA TX
Address
200 EAST 7TH STREETAUBURN, IN 46706
United States
Phone: 260-333-5123