CI
CX INSTITUTIONAL, LLC
SEC RegisteredAUBURN, INhttps://credentwealth.com260-927-1830
Assets Under Management
$1B–$5B
Employees
130
Office Locations
12 offices
Total Accounts
13723
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingCharitable Organizations
Services
retirement_planninginvestment_managementfinancial_planningestate_planninginsurancecharitable_givingbusiness_planningwealth_managementrisk_management
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 2,997 | $950M |
| High Net Worth Individuals | 1,556 | $3.3B |
| State/Municipal Entities | 7 | — |
3 total clients reported on Form ADV.
Leadership
Stacy Elaine Hefty
PRESIDENT
David Wayne Hefty
CHIEF EXECUTIVE OFFICER
Edison Byzyka
CHIEF INVESTMENT OFFICER
Angela Marie Lockwood
CHIEF TRANSFORMATION OFFICER
Hefty Wealth Partners
MANAGING MEMBER
Oak Point Financial Group
MEMBER
Thomas Dennis Kehoe
DIRECTOR
2011 David W. Hefty Living Trust Uta Dated December 6
MEMBER
2011 Stacy E. Hefty Living Trust Uta Dated December 6
MEMBER
David Wayne Hefty
TRUSTEE
Brian Wessley
CHIEF TALENT OFFICER
Stacy Elaine Hefty
TRUSTEE
Cpf Texas
MEMBER
Christopher Joel Lipper
MEMBER
Kyle Brandon Osting
CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL
Daniel Edward Steichen
MEMBER
Office locations
12 offices in 8 states
IN
AUBURNHQ
MN
BLOOMINGTON
TX
AMARILLO
KY
LOUISVILLE
OK
OKLAHOMA CITY
WI
RIVER FALLS
MI
PORTAGE
TX
PLANO
TX
WOODWAY
OH
CINCINNATI
OH
COLUMBUS
IN
LAFAYETTE
Advisors at this firm
25 advisors in the directory
Timothy Patrick Atkinson
Investment Adviser Representative
Chad Andrew Baxter
Investment Adviser Representative
Christopher W Bredeson
Investment Adviser Representative
Joseph Michael D'Amico
Investment Adviser Representative
Nicholas Andrew D'Andrea
Investment Adviser Representative
Brian Christopher Davis
Investment Adviser Representative
Michele Ann Floyd
Investment Adviser Representative
Marques Delmar Glaze
Investment Adviser Representative
Elise Mallory Henderson
Investment Adviser Representative
Austin Zachary Johnson
Investment Adviser Representative
Thomas Andrew Knippa
Investment Adviser Representative
Laken Lamar Lewis
Investment Adviser Representative
Christopher Joel Lipper
Investment Adviser Representative
Andrew Lee Mayer
Investment Adviser Representative
Scott McCandless
Investment Adviser Representative
Alisha Marie Norris
Investment Adviser Representative
Erin Nichole Palmer
Investment Adviser Representative
Anthony Joseph Picerni
Investment Adviser Representative
James Pearce Priebe
Investment Adviser Representative
Aubrey Hyde Ramey
Investment Adviser Representative
Brian Alexander Remson
Investment Adviser Representative
Andrew Michael Renninger
Investment Adviser Representative
Lucille Elinor Satterwhite
Investment Adviser Representative
Sarah Ann Southworth
Investment Adviser Representative
Adam Barrett Spence
Investment Adviser Representative
Regulatory & compliance
CRD number
#292627
SEC Number
801-112742
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee
Minimum: $5,000
Data as of March 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
credentwealth.comPhone
260-927-1830Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CX INSTITUTIONAL, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.