Owen George Crabtree
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, LLCJul 2025 to now
- Tfg AdvisersMay 2024 to Aug 2025
- The Heathers Club of Bloomfield HillsMay 2022 to Aug 2023
- Door DashJun 2021 to Aug 2021
- Michigan State UniversityAug 2020 to May 2024
- Rudys Deli Marker and CateringJul 2018 to Mar 2019
- Clarkston High SchoolAug 2014 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (MI, 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
- 7943230
- Firm CRD
- 292627