Director · CX Institutional, LLC
Albert L Hicks
CRD 4962412 · Named on Form ADV at one SEC-registered adviser
At a glance
CX Institutional, LLC, an SEC-registered wealth manager based in Auburn, IN with $4.5 billion in regulatory assets, lists Albert L Hicks on its Form ADV as Director, a control person.
Firms and roles
- CX Institutional, LLCDirectorWealth manager · Auburn, IN · $4.5B in regulatory assets
AtlasMembers
Albert’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (7)
- Thomas D. KehoeManaging Director, Wealth Manager, CX Institutional, LLC
- Stacy E. HeftyPresident, CX Institutional, LLC
- David W. HeftyChief Executive Officer, CX Institutional, LLC
- Edison ByzykaChief Investment Officer, CX Institutional, LLC
- Christina L. NorthChief Financial Officer, CX Institutional, LLC
2 more people named with Albert on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Albert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.