Isaiah
Delph

Cx Institutional, LLC

CRD#7258010
Investment Advisor
in Auburn, IN

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About this Advisor

Isaiah Delph is a financial advisor working out of Auburn, Indiana with a total of 2 years of industry experience. Delph is an employee of Cx Institutional, LLC. Throughout their career, Delph has worked at Frankton Jr/Sr High School, Enterprise Rent A Car, Trine University, Nugent Electric, Ipfw Student Housing, General Motors, Star Financial Bank and Cx Institutional. Delph has a Series 65 license, certifying them as an investment advisor representative, and is registered to serve investors in Indiana. Cx Institutional, LLC is a financial advisory business that has its headquarters in Auburn, IN. The company has offices in seven locations and a total of 88 people on staff. It handles $2 billion in assets between its 8,052 client accounts, placing it among the largest firms in the country by assets under management. Of its 8,052 client accounts, 19% are associated with high-net-worth investors who have at least $1 million in assets. Cx Institutional, LLC has a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management typically are based on which services the firm provides the client. Fees charged by Cx Institutional, LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

200 East 7Th Street
Auburn, IN 46706

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Cx Institutional, LLC Brokerage Details

Total Assets Under Management

$2,099,990,160

IN Average: $1,347,246,178
Total Number of Employees

88

IN Average: 46
Total Number of Accounts

8,052

IN Average: 1,775
Average Account Size

$260,804

IN Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Isaiah Delph Work History

Isaiah has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Cx Institutional

2019 - 2020 (1 year)

Star Financial Bank

2018 - 2018 (< 1 year)

General Motors

2017 - 2017 (< 1 year)

Nugent Electric

2017 - 2020 (3 years)

Ipfw Student Housing

2016 - 2016 (< 1 year)

Enterprise Rent A Car

2016 - 2017 (1 year)

Trine University

2010 - 2016 (6 years)

Frankton Jr/Sr High School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Isaiah Delph to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cx Institutional, LLC

Lucy Detwiler
Auburn, IN
David Scott
Auburn, IN
Edison Byzyka
Auburn, IN
Brian Neal
Auburn, IN
Layton Ginder
Auburn, IN
Benjamin Streeter
Auburn, IN
Brad Michels
Auburn, IN
Laura Morton
Auburn, IN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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