Diedre Matheny
Investment adviser representative at Cx Institutional, LLC
12 yearsExperience
2 statesRegistered in
$4.5BFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Cx Institutional, LLCMay 2021 to now
- Credent Wealth ManagementJun 2020 to now
- Bryler Lane WineryMar 2018 to now
- Dekalb High SchoolMay 2016 to Jun 2020
- Chops Steak and SeafoodJun 2014 to Jan 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (IN, TX).
Cx Institutional, LLC
$4.5BAssets managed
4,560Clients
80Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7258432
- Firm CRD
- 292627