# CX INSTITUTIONAL, LLC

CX INSTITUTIONAL, LLC of AUBURN, IN is an SEC-registered investment adviser.

## Registration

- CRD: 292627
- Type: SEC-registered investment adviser
- SEC file number: 801-112742
- Location: 200 EAST 7TH STREET, AUBURN, IN, 46706
- Phone: 260-927-1830
- Latest filing: 2026-03-28
- Regulatory AUM: $4.5B
- Discretionary AUM: $4.5B
- Clients: 130
- Accounts: 13,723

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (25)

| Name | Role | Location |
| --- | --- | --- |
| Thomas Dennis Kehoe | MANAGING DIRECTOR, WEALTH MANAGER | — |
| Stacy Elaine Hefty | PRESIDENT; TRUSTEE | — |
| David Wayne Hefty | CHIEF EXECUTIVE OFFICER; TRUSTEE | — |
| Edison Byzyka | CHIEF INVESTMENT OFFICER | Auburn, IN |
| Christopher Joel Lipper | MANAGING DIRECTOR/WEALTH MANAGER | — |
| Kyle Brandon Osting | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | — |
| Christina Lynn North | CHIEF FINANCIAL OFFICER | — |
| THOMPSON PATRICIA ANN | CHIEF COMPLIANCE OFFICER | — |
| STEICHEN DANIEL EDWARD | MEMBER | — |
| KNOWLTON JOHN THOMAS | DIRECTOR CORPORATE DEVELOPMENT; PRESIDENT | — |
| KEHOE THOMAS DENNIS | DIRECTOR; MANAGING DIRECTOR, WEALTH MANAGER; MANAGING DIRECTOR, WEALTH PARTNER | — |
| HEFTY STACY ELAINE | PRESIDENT; TRUSTEE | — |
| HEFTY DAVID WAYNE | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| LOCKWOOD DOUGLAS EDWARD | BRANCH OFFICER; BRANCH OFFICER, WEALTH MANAGER | — |
| LIPPER CHRISTOPHER JOEL | MANAGING DIRECTOR/WEALTH DIRECTOR; MANAGING DIRECTOR/WEALTH MANAGER; MEMBER | — |
| DAVIS TODD CHRISTOPHER | MEMBER | — |
| LOCKWOOD ANGELA MARIE | CHIEF OPERATIONS OFFICER; CHIEF TRANSFORMATION OFFICER | — |
| BYZYKA EDISON | CHIEF INVESTMENT OFFICER | — |
| MARTINEZ CHRISTINA ANN | CHIEF COMPLIANCE OFFICER | — |
| BURSE JUSTIN MALCOLM | CHIEF COMPLIANCE OFFICER | — |
| BRADTMILLER SCOTT ALLEN | CHIEF COMPLIANCE OFFICER | — |
| Wessley Brian | CHIEF TALENT OFFICER; TALENT OFFICER | — |
| Osting Kyle Brandon | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | — |
| Matthew J Hendrickson | CHIEF OPERATING OFFICER | — |
| Albert L Hicks | DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/292627/brochure
- Similar advisers: https://search.stillhousedata.com/firm/292627/similar
- Related entities: https://search.stillhousedata.com/firm/292627/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/292627

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.