Cx Institutional, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

292627

SEC number

801-112742

Firm type

RIA

Assets under management

$4.5B as of Mar 28, 2026

Website

www.credentwealth.com ↗

Phone

260-927-1830

Address

200 East 7th Street, Auburn, IN, 46706

Advisors at this firm

61 in our index · page 2 of 2

• Lucille Elinor SatterwhiteCRD 7027574 · Plano, TX
  IA RegisteredRegistration inactive
• David John ScottCRD 7167433 · Auburn, IN
  IA Registered
• Daniel Edward SteichenCRD 2266816 · Bloomington, MN
  IA RegisteredRegistration inactive
• Blake Von ScheerCRD 7981429 · Auburn, IN
  IA RegisteredRegistration inactive
• Eli Thomas SmithCRD 7834717 · Auburn, IN
  IA Registered
• William W TernetCRD 8090720 · Auburn, IN
  IA Registered
• Heston Major TerzoCRD 8119007 · Auburn, IN
  IA Registered
• Jacob Jeffrey WalkerCRD 6153558 · Blue Ash, OH
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Thomas Patrick WilliamsCRD 7128800 · Auburn Hills, MI
  IA Registered
• David William WellsandCRD 8019545 · Auburn, IN
  IA Registered
• Gabriel WyattCRD 7381883 · Auburn, IN
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.