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RIA / WealthRegistered adviserinstitutional managerSEC registeredRAUM 1b 10b

CE INVESTMENT MANAGEMENT, LLC

CRD 299786

OKLAHOMA CITY, OK

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:95222ee0-5b20-fe1c-2cd3-bcfe0c40944b

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 6
On other graphs: 0
Observed: May 21, 2019 to Mar 30, 2026
16 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: institutional managerderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.98 related_bd=true related_bank=false bd_reps=0.0
Regulatory AUM: $5.9BItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $5.9B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 17
Advisory employees: 17
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 6
SEC number: 801-116817
CRD: 299786
Filings on the tape: 16
First filed: May 21, 2019
Latest filed: Mar 30, 2026
Organised: Limited Liability Company, OK

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CAMERON ASSOCIATES, INC.	SOLE GENERAL PARTNER	F	yes	10/1999	May 21, 2019	Mar 22, 2024
CAMERON ENTERPRISES A LIMITED PARTNERSHIP	SOLE MEMBER	E	yes	12/2018	May 21, 2019	Mar 22, 2024
CAMERON, LYNDA, LEE	Trustee	F	yes	12/2006	May 21, 2019	Mar 22, 2024
CAMERON, WILLIAM, MARTYN	Trustee	F	yes	12/2006	May 21, 2019	Mar 22, 2024
Cassil, John, Kevin	BOARD OF MANAGERS	Na	yes	11/2020	Mar 31, 2021	Mar 22, 2024
LLC TRUST B-2ND	LIMITED PARTNER	C	yes	12/2006	May 21, 2019	Mar 22, 2024
ROBISON, JOHN, EDWARD	SENIOR VICE PRESIDENT - CHIEF INVESTMENT OFFICER / BOARD OF MANAGERS	Na	yes	08/2019	Sep 17, 2019	Mar 22, 2024
WMC TRUST B-2ND	LIMITED PARTNER	C	yes	12/2006	May 21, 2019	Mar 22, 2024
LEE, JONATHAN, DAVID	CHIEF COMPLIANCE OFFICER	Na	no	02/2023	Mar 10, 2023	Mar 22, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
INVESTRUST CONSULTING, LLC	n/a	Independent wealth	$588M	N	yes	n/a
AMERICAN FIDELITY ASSURANCE COMPANY	n/a	n/a	n/a	N	yes	n/a
AMERICAN FIDELITY INTERNATIONAL (BERMUDA), LTD.	n/a	n/a	n/a	N	yes	n/a
AMERICAN FIDELITY SECURITIES, INC.	n/a	n/a	n/a	N	yes	n/a
AMERICAN PUBLIC LIFE INSURANCE COMPANY	n/a	n/a	n/a	N	yes	n/a
FIRST FIDELITY BANK	n/a	n/a	n/a	N	yes	n/a
INSURICA, INC	n/a	n/a	n/a	N	yes	n/a
Investrust	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
NEW YORK	NY	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 7 of 8

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$5.9B	$5.9B	17	17	1	n/a	n/a
2024	Mar 27, 2025	$5.7B	$5.7B	17	17	1	n/a	n/a
2023	Mar 22, 2024	$6.3B	$6.3B	17	17	1	n/a	n/a
2022	Mar 28, 2023	$5.4B	$5.4B	17	17	0	n/a	n/a
2021	Mar 30, 2022	$6.5B	$6.5B	13	13	0	n/a	n/a
2020	Mar 31, 2021	$6.4B	$6.4B	13	13	0	n/a	n/a
2019	Mar 31, 2020	$5.8B	$5.8B	13	12	0	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$5.9B	$5.7B	3.9%	$5.4B	3.2%	17	17	1	1

Relationships

Affiliated with (2)

→ INVESTRUST CONSULTING, LLCRegistered adviserother investment adviser, common control
factForm ADV
← INVESTRUST CONSULTING, LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (8)

← CAMERON, LYNDA, LEEOwnerTRUSTEE, ownership code F, individual
May 21, 2019 to Mar 22, 2024factForm ADV
← CAMERON, WILLIAM, MARTYNOwnerTRUSTEE, ownership code F, individual
May 21, 2019 to Mar 22, 2024factForm ADV
← ROBISON, JOHN, EDWARDOwnerSENIOR VICE PRESIDENT - CHIEF INVESTMENT OFFICER / BOARD OF MANAGERS, ownership code NA, individual
Sep 17, 2019 to Mar 22, 2024factForm ADV
← Cassil, John, KevinOwnerBOARD OF MANAGERS, ownership code NA, individual
Mar 31, 2021 to Mar 22, 2024factForm ADV
← CAMERON ASSOCIATES, INC.OwnerSOLE GENERAL PARTNER, ownership code F, domestic entity
May 21, 2019 to Mar 22, 2024factForm ADV
← CAMERON ENTERPRISES A LIMITED PARTNERSHIPOwnerSOLE MEMBER, ownership code E, domestic entity
May 21, 2019 to Mar 22, 2024factForm ADV
← LLC TRUST B-2NDOwnerLIMITED PARTNER, ownership code C, domestic entity
May 21, 2019 to Mar 22, 2024factForm ADV
← WMC TRUST B-2NDOwnerLIMITED PARTNER, ownership code C, domestic entity
May 21, 2019 to Mar 22, 2024factForm ADV

Owns (1)

← LEE, JONATHAN, DAVIDOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 10, 2023 to Mar 22, 2024factForm ADV

Dated events

Occurred
Mar 10, 2023
Control person left
James Douglas Floyd (Vice President - Insurance Chief Investment Officer / Board Of Managers) no longer on Schedule A of Ce Investment Management, Llc (listed 2022-03-30, absent 2023-03-10)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2021
Control person left
Lynn Alfred Litchenburg (Board Of Managers) no longer on Schedule A of Ce Investment Management, Llc (listed 2020-09-29, absent 2021-03-31)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2021
Control person joined
Kevin John Cassil (Board Of Managers) appeared on Schedule A of Ce Investment Management, Llc
Form ADVobserved 4 days ago
Occurred
Sep 17, 2019
Control person joined
Edward John Robison (Vice President - Chief Investment Officer) appeared on Schedule A of Ce Investment Management, Llc
Form ADVobserved 4 days ago
Occurred
Sep 17, 2019
Control person left
John David Abeln (Vice President - Investment Director / Board Of Managers) no longer on Schedule A of Ce Investment Management, Llc (listed 2019-07-10, absent 2019-09-17)
Form ADVobserved 4 days ago
Occurred
May 21, 2019
First Form ADV filing
Ce Investment Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:95222ee0-5b20-fe1c-2cd3-bcfe0c40944b
First observed: May 21, 2019
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CE INVESTMENT MANAGEMENT, LLC

CRD 299786

OKLAHOMA CITY, OK

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:95222ee0-5b20-fe1c-2cd3-bcfe0c40944b

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:06 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CAMERON ASSOCIATES, INC.

SOLE GENERAL PARTNER

yes

10/1999

May 21, 2019

Mar 22, 2024

CAMERON ENTERPRISES A LIMITED PARTNERSHIP

SOLE MEMBER

yes

12/2018

May 21, 2019

Mar 22, 2024

CAMERON, LYNDA, LEE

Trustee

yes

12/2006

May 21, 2019

Mar 22, 2024

CAMERON, WILLIAM, MARTYN

Trustee

yes

12/2006

May 21, 2019

Mar 22, 2024

Cassil, John, Kevin

BOARD OF MANAGERS

yes

11/2020

Mar 31, 2021

Mar 22, 2024

LLC TRUST B-2ND

LIMITED PARTNER

yes

12/2006

May 21, 2019

Mar 22, 2024

ROBISON, JOHN, EDWARD

SENIOR VICE PRESIDENT - CHIEF INVESTMENT OFFICER / BOARD OF MANAGERS

yes

08/2019

Sep 17, 2019

Mar 22, 2024

WMC TRUST B-2ND

LIMITED PARTNER

yes

12/2006

May 21, 2019

Mar 22, 2024

LEE, JONATHAN, DAVID

CHIEF COMPLIANCE OFFICER

02/2023

Mar 10, 2023

Mar 22, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

INVESTRUST CONSULTING, LLC

n/a

Independent wealth

$588M

yes

n/a

AMERICAN FIDELITY ASSURANCE COMPANY

n/a

yes

n/a

AMERICAN FIDELITY INTERNATIONAL (BERMUDA), LTD.

n/a

yes

n/a

AMERICAN FIDELITY SECURITIES, INC.

n/a

yes

n/a

AMERICAN PUBLIC LIFE INSURANCE COMPANY

n/a

yes

n/a

FIRST FIDELITY BANK

n/a

yes

n/a

INSURICA, INC

n/a

yes

n/a

Investrust

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

NEW YORK

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$5.9B

n/a

2024

Mar 27, 2025

$5.7B

n/a

2023

Mar 22, 2024

$6.3B

n/a

2022

Mar 28, 2023

$5.4B

n/a

2021

Mar 30, 2022

$6.5B

n/a

2020

Mar 31, 2021

$6.4B

n/a

2019

Mar 31, 2020

$5.8B

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$5.9B

$5.7B

3.9%

$5.4B

3.2%