DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisors
Advisors registered through Cx Institutional, LLC
Every person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations. Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Nelson Battle Arrington Chartered Financial Analyst | Cx Institutional, LLC independent RIA | Greenville, Sc | Sep 11, 2026 | 32 y | 1 | 1 |
| Timothy Patrick Atkinson | Cx Institutional, LLC independent RIA | Auburn, In | Jul 1, 2025 | 32 y | 4 | 2 |
| Chad Andrew Baxter Certified Financial Planner, Chartered Financial Consultant | Cx Institutional, LLC independent RIA | Auburn, In | Oct 14, 2024 | 12 y | 1 | 1 |
| G•••••• J•••• B•••••• Certified Financial Planner, Chartered Financial Consultant | C• I••••••••• L•• independent RIA | Auburn, In | Dec 12, 2024 | 19 y | 1 | 3 |
| J•••• G• B••••••••• Certified Financial Planner | C• I••••••••• L•• independent RIA | Blue Ash, Oh | Oct 14, 2024 | 19 y | 2 | 1 |
| C••••••••• W• B••••••• | C• I••••••••• L•• independent RIA | Auburn, In | Aug 19, 2024 | 16 y | 3 | 3 |
| E••••• B••••• Chartered Financial Analyst | C• I••••••••• L•• independent RIA | Auburn, In | Mar 29, 2018 | 13 y | 2 | 1 |
| L•••• C•••••••• | C• I••••••••• L•• independent RIA | Auburn, In | Jan 9, 2025 | 13 y | 1 | 1 |
| O••• G••••• C••••••• | C• I••••••••• L•• independent RIA | Auburn, In | Jul 1, 2025 | 12 y | 1 | 2 |
| J••••• M•••••• D•••••• Certified Financial Planner | C• I••••••••• L•• independent RIA | Plano, Tx | Jun 18, 2024 | 13 y | 5 | 1 |
| N••••••• A••••• D••••••• Certified Financial Planner | C• I••••••••• L•• independent RIA | Cincinnati, Oh | Jan 21, 2026 | 10 y | 1 | 1 |
| B•••• C••••••••• D•••• Certified Financial Planner | C• I••••••••• L•• independent RIA | Woodway, Tx | Feb 11, 2019 | 27 y | 4 | 1 |
| T••••• D•••• E•••••• | C• I••••••••• L•• independent RIA | Auburn, In | Nov 24, 2025 | 11 y | 0 | 1 |
| J••••• B••••••• F••• | C• I••••••••• L•• independent RIA | Auburn, In | Nov 20, 2025 | 11 y | 1 | 2 |
| M•••••• A•• F•••• Certified Financial Planner | C• I••••••••• L•• independent RIA | Auburn, In | Jan 21, 2026 | 28 y | 4 | 1 |
| L••••• D•••• G••••• Certified Financial Planner | C• I••••••••• L•• independent RIA | Auburn, In | Jul 30, 2018 | 10 y | 1 | 3 |
| T••••• S•••• G••••••• | C• I••••••••• L•• independent RIA | Auburn, In | Aug 12, 2025 | 10 y | 0 | 1 |
| M•••••• D••••• G•••• | C• I••••••••• L•• independent RIA | Dallas, Tx | Aug 7, 2025 | 14 y | 1 | 1 |
| A••• C•••••••• G••••••••• Certified Financial Planner | C• I••••••••• L•• independent RIA | Auburn, In | Jul 20, 2026 | 11 y | 2 | 2 |
| B•••••• M•••••• H••• | C• I••••••••• L•• independent RIA | Auburn, In | Jun 17, 2026 | 10 y | 0 | 1 |
| D•••• W•••• H•••• Certified Financial Planner | C• I••••••••• L•• independent RIA | Auburn, In | Mar 29, 2018 | 27 y | 3 | 1 |
| S•••• E••••• H•••• | C• I••••••••• L•• independent RIA | Auburn, In | Mar 29, 2018 | 26 y | 3 | 1 |
| J•••• T••••• H•••••• | C• I••••••••• L•• independent RIA | Auburn, In | Feb 19, 2026 | 10 y | 0 | 1 |
| E••• M••••• H•••••• | C• I••••••••• L•• independent RIA | Auburn, In | Mar 29, 2018 | 12 y | 3 | 2 |
| T•••• J••• H••••• | C• I••••••••• L•• independent RIA | Auburn, In | Jul 1, 2025 | 36 y | 2 | 1 |
| A••••• L•• H•••• | C• I••••••••• L•• independent RIA | Auburn, In | Aug 28, 2026 | 11 y | 0 | 1 |
| R••• M•••••• H••••• | C• I••••••••• L•• independent RIA | Auburn, In | Jul 1, 2025 | 11 y | 0 | 1 |
| S•••• I••••••• Chartered Financial Analyst | C• I••••••••• L•• independent RIA | Auburn, In | Jun 29, 2026 | 10 y | 0 | 1 |
| S•••• G•• I••••••• Certified Financial Planner, Personal Financial Specialist | C• I••••••••• L•• independent RIA | Bloomington, Mn | Jun 20, 2022 | 30 y | 2 | 2 |
| S•••• B••• J•••• | C• I••••••••• L•• independent RIA | Auburn, In | Jul 10, 2026 | 18 y | 5 | 1 |
| A••••• D••••• K•••••• Certified Financial Planner | C• I••••••••• L•• independent RIA | Alhambra, Il | Jul 6, 2026 | 24 y | 5 | 2 |
| T••••• D••••• K•••• | C• I••••••••• L•• independent RIA | Auburn, In | Mar 30, 2018 | 21 y | 4 | 2 |
| R•••••• M••• K••••• Certified Financial Planner | C• I••••••••• L•• independent RIA | Auburn Hills, Mi | Jul 1, 2025 | 13 y | 1 | 2 |
| S••••• K••••• | C• I••••••••• L•• independent RIA | Auburn, In | Feb 18, 2025 | 11 y | 0 | 1 |
| T••••• A••••• K••••• Certified Financial Planner | C• I••••••••• L•• independent RIA | Plano, Tx | Oct 16, 2018 | 28 y | 4 | 1 |
| L•••• L•••• L•••• | C• I••••••••• L•• independent RIA | Auburn, In | Dec 15, 2025 | 11 y | 1 | 1 |
| C••••••••• J••• L••••• Certified Financial Planner | C• I••••••••• L•• independent RIA | Auburn, In | Oct 10, 2018 | 31 y | 4 | 1 |
| D•••••• E••••• L••••••• Certified Financial Planner | C• I••••••••• L•• independent RIA | Auburn, In | Mar 29, 2018 | 37 y | 4 | 1 |
| J••• J•••••• M•••••••• Certified Financial Planner | C• I••••••••• L•• independent RIA | Auburn, In | Sep 25, 2025 | 12 y | 1 | 1 |
| C•••••• J••••• M••••• | C• I••••••••• L•• independent RIA | Cincinnati, Oh | Nov 1, 2024 | 10 y | 2 | 4 |
| K••••••• G•••• M•••• | C• I••••••••• L•• independent RIA | Auburn, In | Mar 29, 2018 | 18 y | 2 | 1 |
| D••••• M•••••• | C• I••••••••• L•• independent RIA | Auburn, In | May 17, 2021 | 12 y | 0 | 2 |
| A••••• L•• M•••• Certified Financial Planner | C• I••••••••• L•• independent RIA | Kalamazoo, Mi | Sep 25, 2025 | 18 y | 1 | 1 |
| B•••• M•••••• | C• I••••••••• L•• independent RIA | Auburn, In | Jun 8, 2021 | 13 y | 0 | 1 |
| S•••• M••••••••• Certified Financial Planner, Chartered Financial Analyst | C• I••••••••• L•• independent RIA | Auburn, In | Oct 14, 2025 | 14 y | 6 | 2 |
| N••••••• R•••••• T••••• M••••••• | C• I••••••••• L•• independent RIA | Auburn, In | Jul 6, 2026 | 11 y | 0 | 1 |
| B••• W•••••• M•••••• Certified Financial Planner | C• I••••••••• L•• independent RIA | Louisville, Ky | Jun 27, 2024 | 27 y | 5 | 4 |
| W••• C•••••••• M••••• | C• I••••••••• L•• independent RIA | Auburn, In | Jun 16, 2025 | 11 y | 0 | 1 |
| W•••••• A•••• M••••••• | C• I••••••••• L•• independent RIA | Auburn, In | Sep 11, 2026 | 29 y | 3 | 1 |
| B•••• D•••• N••• | C• I••••••••• L•• independent RIA | Auburn, In | Mar 29, 2018 | 18 y | 3 | 2 |
The rest of the advisor and firm names are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
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80 advisors match.