CX Institutional
CX Institutional, LLC is an SEC-registered investment adviser headquartered in Auburn, Indiana. Founded in 2018 through the combination of Hefty Wealth Partners, Inc. and Oak Point Wealth Management, the firm is now a subsidiary of Credent Holdings, LLC. CX Institutional provides investment advisory and financial planning services to individuals, high net worth individuals, charitable organizations, and business entities, primarily on a discretionary and non-discretionary wrap or non-wrap fee-only basis. As of June 2025, it manages $3.3 billion in AUM with approximately 92 employees.
Investment Strategy
CX Institutional offers personalized investment advisory services by allocating client assets among individual equities, bonds, fixed income securities, mutual funds, ETFs, and structured products. Client portfolios are constructed based on individual investment objectives and are continuously monitored and rebalanced. They use a multi-strategy platform that enables both discretionary and non-discretionary portfolio management, with a focus on long-term achievement of the client’s defined investment goals. Asset allocations are tailored to the client's objectives and may incorporate multiple investment strategies within a single account.
Top Holdings
Equity Positions (1,354)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SGOV | iShares ETFs/USA | 4.36% | $143.7M | 1,427,133 | $100.64 | $100.70 | -$11.9M |
I IEFA | iShares ETFs/USA | 2.86% | $94.1M | 1,078,319 | $84.37 | $87.31 | +$79.0M |
S SPTI | State Street ETF/USA | 2.36% | $77.7M | 2,687,022 | $28.90 | $28.90 | +$77.1M |
B BNDX | Vanguard ETF/USA | 1.98% | $65.1M | 1,315,476 | $50.13 | $49.46 | +$7.5M |
I IVE | iShares ETFs/USA | 1.96% | $64.6M | 312,968 | $169.73 | $206.51 | +$422.0K |