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Brian Christopher Davis

CX INSTITUTIONAL, LLC·AUBURN, Indiana
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200 EAST 7TH STREET, AUBURN, IN 46706CRD# 3142471Firm CRD# 292627
01

About

Brian Christopher Davis is a registered financial advisor based in AUBURN, Indiana, affiliated with CX INSTITUTIONAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CX INSTITUTIONAL, LLC
CX INSTITUTIONAL, LLC
AUM
$3.3B
Regulatory assets under management
Employees
85
Total firm employees
View all advisors at CX INSTITUTIONAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3142471
Firm CRD# 292627
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian Christopher Davis offer?
Brian Christopher Davis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AUBURN, Indiana for a consultation.
What are Brian Christopher Davis's credentials?
Brian Christopher Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Christopher Davis located?
Brian Christopher Davis is based in AUBURN, Indiana, working with CX INSTITUTIONAL, LLC. Their office serves clients in the AUBURN metropolitan area and surrounding communities.
How does Brian Christopher Davis charge for services?
Brian Christopher Davis's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CX INSTITUTIONAL, LLC?
CX INSTITUTIONAL, LLC has approximately 85 employees and manages $3.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in AUBURN
David Wayne Hefty — CX INSTITUTIONAL, LLCChristopher Joel Lipper — CX INSTITUTIONAL, LLCDaniel Edward Steichen — CX INSTITUTIONAL, LLCSteven Eric Post — PATHWAY FINANCIAL ADVISERS, LLCStacy Elaine Hefty — CX INSTITUTIONAL, LLC
Nearby cities in Indiana
INDIANAPOLIS (397)CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)
City Guides
INDIANAPOLIS GuideCARMEL GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND Guide
Research
Advisor Fees in IndianaNational Fee Analysis
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