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.

SEC-registered adviser

Ce Investment Management, LLC

Institutional managerOklahoma City, OklahomaCRD 299786SEC 801-116817IAPD
Latest filing Mar 30, 2026
First filing on the tape May 21, 2019 · 16 filings
SEC status approved since Jun 18, 2019
RAUM
$5.9B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
17
17 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
16 filings and snapshots on the tape
RAUM$5.9B as of Mar 30, 2026
Mar 31, 2020$5.8B then
HNW client RAUM$0 as of Mar 30, 2022
Mar 31, 2020$0 then
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 31, 20200 then
Employees (5.A)17 as of Mar 30, 2026
Mar 31, 202013 then
Private funds: no history
RAUM +3.9% over the last fiscal year+3.2% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
Archetypes, each a printed rule
  • Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
  • OCIO / institutional advisory · selection of other advisers (5.G.7) and institutional share at least 50 percent
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$985MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
98%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived2 offices incl. principal (1.F.5)
RAUM growth, one year
+3.9%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assetsreportedItem 5.E
Advisory activities
portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • has discretionary authority over which securities are bought or sold (8.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Insurance companies$5.7B96%
  • Corporations and businesses$129M2.2%
  • Charitable organizations$95.4M1.6%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
6reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUMreported
Class basis
private_client_share=0.0 fund_share=0.0 institutional_share=0.98 related_bd=true related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • Kevin John Cassil · Board Of Managerscontrol
        since 11/2020 · owns less than 5%
      • Edward John Robison · Senior Vice President - Chief Investment Officer / Board Of Managerscontrol
        since 08/2019 · owns less than 5%
      • Lee Lynda Cameron · Trusteecontrol
        since 12/2006 · owns F of LLC Trust B-2nd
      • Martyn William Cameron · Trusteecontrol
        since 12/2006 · owns F of Wmc Trust B-2nd
      • David Jonathan Lee · Chief Compliance Officer
        since 02/2023 · owns less than 5%
      Entity owners
      • Cameron Enterprises A Limited Partnership · Sole Member
        direct · owns 75% or more
      • Cameron Associates, Inc. · Sole General Partner
        indirect · owns F of Cameron Enterprises A Limited Partnership
      • LLC Trust B-2nd · Limited Partner
        indirect · owns 25% to 50% of Cameron Enterprises A Limited Partnership
      • Wmc Trust B-2nd · Limited Partner
        indirect · owns 25% to 50% of Cameron Enterprises A Limited Partnership
      Related persons
      Schedule D 7.A
      • American Fidelity Assurance Company
        real estaten
      • American Fidelity International (Bermuda), Ltd.
        real estaten
      • American Fidelity Securities, Inc.
        broker-dealern
      • American Public Life Insurance Company
        real estaten
      • First Fidelity Bank
        n
      • Insurica, Inc
        real estaten
      • Investrust
        n
      • Investrust Consulting, LLC
        investment advisernRAUM $588M
      Advisers that list Ce Investment Management, LLC as a related person
      Offices
      Schedule D 1.F, the 25 largest
      • New York, NY1 employees
      What changed
      consecutive filings, newest first
      • Discretionary RAUM · $5.7B to $5.9B
        Jan 15, 2026 to Mar 30, 2026
      • RAUM · $5.7B to $5.9B
        Jan 15, 2026 to Mar 30, 2026
      • Financial planning clients · unset to
        Mar 22, 2024 to Mar 27, 2025
      • Discretionary RAUM · $6.3B to $5.7B
        Mar 22, 2024 to Mar 27, 2025
      • RAUM · $6.3B to $5.7B
        Mar 22, 2024 to Mar 27, 2025
      • Accounts · 5 to 6
        Mar 28, 2023 to Mar 22, 2024
      • Other offices · 0 to 1
        Mar 28, 2023 to Mar 22, 2024
      • Discretionary RAUM · $5.4B to $6.3B
        Mar 28, 2023 to Mar 22, 2024
      • RAUM · $5.4B to $6.3B
        Mar 28, 2023 to Mar 22, 2024
      • Advisory employees · 13 to 17
        Mar 10, 2023 to Mar 28, 2023
      • HNW clients · 0.0 to unset
        Mar 10, 2023 to Mar 28, 2023
      • Individual clients · 0.0 to unset
        Mar 10, 2023 to Mar 28, 2023
      • Pension plan clients · 0.0 to unset
        Mar 10, 2023 to Mar 28, 2023
      • Pooled vehicle clients · 0.0 to unset
        Mar 10, 2023 to Mar 28, 2023
      • Employees · 13 to 17
        Mar 10, 2023 to Mar 28, 2023
      • Discretionary RAUM · $6.5B to $5.4B
        Mar 10, 2023 to Mar 28, 2023
      • HNW RAUM · 0.0 to unset
        Mar 10, 2023 to Mar 28, 2023
      • Individual RAUM · 0.0 to unset
        Mar 10, 2023 to Mar 28, 2023
      • Pension RAUM · 0.0 to unset
        Mar 10, 2023 to Mar 28, 2023
      • Pooled vehicle RAUM · 0.0 to unset
        Mar 10, 2023 to Mar 28, 2023
      • RAUM · $6.5B to $5.4B
        Mar 10, 2023 to Mar 28, 2023
      • Accounts · 6 to 5
        Sep 24, 2021 to Mar 30, 2022
      • Discretionary RAUM · $6.4B to $6.5B
        Sep 24, 2021 to Mar 30, 2022
      • RAUM · $6.4B to $6.5B
        Sep 24, 2021 to Mar 30, 2022
      • Advisory employees · 12 to 13
        Sep 29, 2020 to Mar 31, 2021
      • Discretionary RAUM · $5.8B to $6.4B
        Sep 29, 2020 to Mar 31, 2021
      • RAUM · $5.8B to $6.4B
        Sep 29, 2020 to Mar 31, 2021
      • Accounts · 5 to 6
        Oct 16, 2019 to Mar 31, 2020
      • Advisory employees · 6 to 12
        Oct 16, 2019 to Mar 31, 2020
      • Advisory activities · 1 to 2
        Oct 16, 2019 to Mar 31, 2020
      • Employees · 7 to 13
        Oct 16, 2019 to Mar 31, 2020
      • Discretionary RAUM · $5.2B to $5.8B
        Oct 16, 2019 to Mar 31, 2020
      • RAUM · $5.2B to $5.8B
        Oct 16, 2019 to Mar 31, 2020
      • Accounts · 0 to 5
        Sep 17, 2019 to Oct 16, 2019
      • Charity clients · 0.0 to unset
        Sep 17, 2019 to Oct 16, 2019
      • Corporate clients · 0.0 to unset
        Sep 17, 2019 to Oct 16, 2019
      • Discretionary RAUM · $0 to $5.2B
        Sep 17, 2019 to Oct 16, 2019
      • RAUM · $0 to $5.2B
        Sep 17, 2019 to Oct 16, 2019
      Signals
      6 dated events
      • 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)
        Mar 10, 2023 · Control person left · inference
      • Lynn Alfred Litchenburg (Board Of Managers) no longer on Schedule A of Ce Investment Management, Llc (listed 2020-09-29, absent 2021-03-31)
        Mar 31, 2021 · Control person left · inference
      • Kevin John Cassil (Board Of Managers) appeared on Schedule A of Ce Investment Management, Llc
        Mar 31, 2021 · Control person joined · fact
      • Edward John Robison (Vice President - Chief Investment Officer) appeared on Schedule A of Ce Investment Management, Llc
        Sep 17, 2019 · Control person joined · fact
      • 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)
        Sep 17, 2019 · Control person left · inference
      • Ce Investment Management, Llc filed its initial SEC registration (Form ADV)
        May 21, 2019 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      How to reach
      public business contact points only, each with its source
      Principal office phone
      405-523-5348reportedpublic record, Form ADV, Mar 30, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Institutional managerderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026