Tulsa, OK Office
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CX Institutional, LLC
Multi-team
Firm-wide stats for CX Institutional, LLC
About
CX Institutional serves individuals (including high‑net‑worth clients), charitable organizations, business entities, and retirement plan sponsors with discretionary and non‑discretionary portfolio management, financial planning, and retirement plan consulting. It delivers these services through its CX Multi‑Strategy Platform and related advisory agreements, combining routine portfolio management and planning typical of enterprise advisers.
The firm implements multi‑strategy asset allocation using a blend of fundamental, quantitative, and technical analysis across equities, fixed income, ETFs, structured products, and private funds, and provides ongoing monitoring and rebalancing. CX Institutional supplements investment management with third‑party technology — including client portals via eMoney and held‑away account aggregation and order management via the Pontera platform — to support consolidated reporting and tax‑efficient asset location.
Noteworthy distinctions include a menu of thematic and specialized strategies (such as artificial intelligence, blockchain, and electric vehicle portfolios), the use of structured notes and access to unaffiliated private investment funds, and an explicit pathway for cryptocurrency exposure via exchange‑traded securities or specialized managers. The firm also discloses sponsorships and custodial support from large industry providers and an affiliated sub‑advisory relationship, arrangements that bear on platform selection and the firm’s service ecosystem.
Based on CX Institutional, LLC
Expertise
Based on CX Institutional, LLC
Location
8801 S Yale Ave., Suite 410
Tulsa OK 74137
Advisors at this office
3
Advisors at this office
Matthew R
CFA®
Tulsa, OK
CX Institutional, LLC
Matthew Redmond is a CFA® charterholder with eight years of industry experience. He is currently an advisor at CX Institutional, LLC and was previously with First State Investment Advisors Inc for eleven years. He also serves as vice president and director of First State Financial, Inc., a holding company unrelated to investment activities. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach combining fundamental, quantitative, technical, and cyclical analysis across various asset classes and offers specialized strategy portfolios alongside traditional models.
Lucille S
CFP®, Series 63, Series 66
Tulsa, OK
CX Institutional, LLC
Lucille Satterwhite is a CFP® with seven years of industry experience, currently serving as a financial advisor at CX Institutional, LLC. She has previously worked at CD Wealth Management, Morgan Stanley, and Fidelity Brokerage Services. Before her finance career, she was employed by Baptist Church Loan Corporation and Baylor University. 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 offers specialized thematic investment strategies including artificial intelligence and blockchain portfolios.
Austin H
Series 65
Tulsa, OK
CX Institutional, LLC
Austin Houle is a financial advisor with CX Institutional, LLC in Tulsa, OK, holding a Series 65 credential. He has been with CX Institutional since 2026 and previously worked at Bank of America and several other firms in various roles. His diverse background includes experience in financial wellness and lending, as well as some entrepreneurial ventures. 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 a range of investment types, supplemented by third-party technology for consolidated reporting and tax-efficient asset management.
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