Cxi Advisors, Llc
- Regulatory AUM
- $0
- Discretionary
- $0
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 0
- Employees
- 0
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Wayne Hefty | Trustee | CFP | Dec 2011 (15y) | GP / trustee / elected manager of David W. Hefty Living Trust Uta Dated December 6, 2011 (indirect) |
| Stacy Elaine Hefty | Trustee | Dec 2011 (15y) | GP / trustee / elected manager of Stacy E. Hefty Living Trust Uta Dated December 6, 2011 (indirect) | |
| Thomas Dennis Kehoe | Director | Feb 2018 (9y) | ≈ 4.69% – 25% via Oak Point Financial Group | |
| Osting, Kyle, Brandon | Chief Compliance Officer | Jun 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cx Institutional, Llc | Owner | Mar 2019 | A | 75% or more |
| Hefty Wealth Partners | Managing Member | Apr 2018 | B | ≈ 37.5% – 75% via Cx Institutional, Llc |
| Oak Point Financial Group | Member | Apr 2018 | B | ≈ 18.75% – 50% via Cx Institutional, Llc |
| Cpf Texas | Member | Oct 2018 | B | ≈ 18.75% – 50% via Cx Institutional, Llc |
| David W. Hefty Living Trust Uta Dated December 6, 2011 | Member | Mar 2018 | B | ≈ 9.38% – 37.5% via Hefty Wealth Partners |
| Stacy E. Hefty Living Trust Uta Dated December 6, 2011 | Member | Apr 2018 | B | ≈ 9.38% – 37.5% via Hefty Wealth Partners |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Thomas Dennis Kehoe: 25% – 50% of Oak Point Financial Group × 25% – 50% of Cx Institutional, Llc × 75% – 100% direct ≈ 4.69% – 25% of the firm
- Hefty Wealth Partners: 50% – 75% of Cx Institutional, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Oak Point Financial Group: 25% – 50% of Cx Institutional, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Cpf Texas: 25% – 50% of Cx Institutional, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- David W. Hefty Living Trust Uta Dated December 6, 2011: 25% – 50% of Hefty Wealth Partners × 50% – 75% of Cx Institutional, Llc × 75% – 100% direct ≈ 9.38% – 37.5% of the firm
- Stacy E. Hefty Living Trust Uta Dated December 6, 2011: 25% – 50% of Hefty Wealth Partners × 50% – 75% of Cx Institutional, Llc × 75% – 100% direct ≈ 9.38% – 37.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 933 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- LPL Financial $129M (100% of AUM) Dec 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗