Director · CXI Advisors, LLC
Thomas D. Kehoe
CRD 4823868 · Named on Form ADV at 2 SEC-registered advisers
At a glance
CXI Advisors, LLC, an SEC-registered asset manager based in Auburn, IN with $0 in regulatory assets, lists Thomas D. Kehoe on its Form ADV as Director, a control person. The SEC filings also name Thomas at 1 other registered adviser.
Firms and roles
- CXI Advisors, LLCDirectorAsset manager · Auburn, IN · $0M in regulatory assets
- CX Institutional, LLCManaging Director, Wealth ManagerWealth manager · Auburn, IN · $4.5B in regulatory assets
AtlasMembers
Thomas’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 each firm
- 2 firmsLocked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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)
- Kyle B. OstingChief Compliance Officer, CXI Advisors, 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 Thomas 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 Thomas’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.