Greenville, SC Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$4,273,885,590
ClientsTotal clients
4,553
AdvisorsAdvisors at this office
2
Of 80 advisors across 15 offices
Location
211 E Washington Street, Suite B
Greenville SC 29601
Advisors at this office
2
Advisors at this office
Nelson A
CFA®, Series 63, Series 65
Greenville, SC
CX Institutional, LLC
Nelson Arrington III is a CFA® charterholder with 32 years of industry experience. He is currently with CX Institutional, LLC and was previously at V. M. Manning & Co., Inc. for 30 years. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach using fundamental, quantitative, and technical analysis across various asset classes and supplements its services with third-party technology for reporting and tax-efficient asset management.
William M
Series 63, Series 65
Greenville, SC
CX Institutional, LLC
William Mitchell III is a financial advisor with CX Institutional, LLC in Greenville, SC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked for V.M. Manning for 10 years before joining CX Institutional in 2026. CX Institutional provides portfolio management, financial planning, and retirement plan consulting services to individuals, charitable organizations, business entities, and retirement plan sponsors. The firm uses a multi-strategy asset allocation approach combining fundamental, quantitative, and technical analysis, supplemented by third-party technology for consolidated reporting and tax-efficient asset location.
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