Network origin in Scott Allen Bradtmiller first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
CXI Advisors LLC
 CXI Advisors LLC Investment ManagersFinance CXI Advisors LLC is a registered investment advisor headquartered in Auburn, Indiana. The firm was founded in 2019 and is owned by CX Institutional LLC. CXI Advisors offers investment advisory services to individual and institutional clients.
1
| Subsidiary | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Scott Allen Bradtmiller via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| Indiana University | College/University | Undergraduate Degree | |
CX Institutional LLC
 CX Institutional LLC Investment ManagersFinance CX Institutional LLC is an independent, SEC-registered investment advisor headquartered in Auburn, Indiana. The firm was formed in 2018 through the combination of two existing SEC-Registered Investment Advisers: Hefty Wealth Partners, Inc. (HWP) and Oak Point Wealth Management LLC, both of which are founded in 2010. CX Institutional succeeded to the registration of HWP. The firm offers investment portfolios on a discretionary and non-discretionary wrap-fee basis to individuals, high net-worth individuals, charitable organizations, trusts, estates, pension and profit-sharing plans, and business entities. | Investment Managers | Chief Investment Officer |
Statistics
International
| United States | 4 |
Sectoral
| Finance | 3 |
| Consumer Services | 2 |
Operational
| Chief Investment Officer | 3 |
| Director of Research - Equity | 1 |
| Portfolio Manager-Equities | 1 |
| Undergraduate Degree | 1 |
Most connected contacts
| Insiders | |
|---|---|
| Edison Byzyka | 4 |
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