# CXI Advisors

CXI Advisors is a Bank / Wealth / Trust based in Auburn, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Auburn, United States
- **Region:** North America
- **Address:** Amarillo, TX, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** cxiadvisors.com
- **LinkedIn:** linkedin.com/company/cxi

## Regulatory record

- **CRD number:** 301321
- **SEC file number:** 801-115248
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/301321

## About

CXI Advisors is an SEC-registered investment adviser founded in Auburn, IN, in 2019. It is headquartered in Auburn. The firm is based in Auburn, IN.

## Questions

### What services does CXI Advisors offer?

The firm provides investment management, financial planning, and retirement advisory services. Its approach is fee-based, and its offering includes portfolio construction, asset allocation, cash flow analysis, and estate planning coordination. The firm structures its investment mandates to prioritize liquidity and transparency for individual and family clients.

### How does CXI Advisors construct client portfolios?

CXI Advisors builds portfolios using a mix of individual equities, bonds, mutual funds, and exchange-traded funds. The firm emphasizes diversification across market capitalizations and sectors, with a consistent tilt toward large-cap US equities and investment-grade fixed income. International exposure is selectively added for qualified clients.

### Is CXI Advisors a fiduciary?

As a registered investment advisor, CXI Advisors is bound by a fiduciary duty to act in the best interests of its clients. This legal standard requires the firm to disclose conflicts of interest, manage portfolios prudently, and prioritize client objectives in all advisory decisions.

### What geographic region does CXI Advisors serve?

The firm serves clients primarily in the Texas Panhandle from its single office in Amarillo. Its client base includes local business owners, professionals, and multi-generational families. The regional focus allows it to provide in-person relationship management that differentiates it from national remote-advisory platforms.

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- [CWM](https://altss.com/profile/cwm)
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Last updated: 2026-06-03T20:00:00.000Z

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