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Cameron Joseph Magoon

CX INSTITUTIONAL
CINCINNATI, OH
·CRD# 6198927·10 years experience

Professional Summary

Cameron Joseph Magoon is a registered financial advisor currently at CX INSTITUTIONAL, LLC located in Cincinnati, Ohio. Cameron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Cameron has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

10 years in the financial services industry

Current & Past Employments

CX INSTITUTIONAL, LLC·CRD# 292627
RIA
50 E Business Way, Cincinnati, OH 45241
November 1, 2024 - Present
TOUCHSTONE ADVISORS INC·CRD# 107028
RIA
Cincinnati, OH
January 10, 2019 - October 21, 2024
TOUCHSTONE SECURITIES, LLC·CRD# 1526
BD
Cincinnati, OH
November 21, 2017 - October 21, 2024
STRATEGIC ADVISERS LLC·CRD# 104555
RIA
Covington, KY
January 10, 2017 - November 1, 2017
FIDELITY BROKERAGE SERVICES LLC·CRD# 7784
BD
Covington, KY
March 4, 2016 - October 31, 2017

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Current Firm

CI
CX INSTITUTIONAL, LLC

CREDENT WEALTH MANAGEMENT | CX WEALTH DIRECT | CX INSTITUTIONAL, LLC

CRD#: 292627 / SEC#: 801-112742
RIA
Registered Investment Advisory firm - SEC (3/1/2018 Approved)

Contact Information

Main Address

200 East 7th Street, Auburn, IN 46706

Phone Number

(260) 927-1830

# of Employees

130

SEC notice filing (42 States and Territories)

Registered to provide investment advisory services in 42 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/27/2026)

Regulatory Assets Under Management

Total Number of Accounts

13,723

AUM (Assets Under Management)

$4,464,692,612

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Name of other business: Talemed, Investment related or no: non-investment related. Address of other business: 6279 Tri Ridge Blvd #110 Loveland, OH 45140. Nature of other business: Referral, Position: Referral Consultant, Start date with other business: since 10/1/2019, Approximate number of hours per month devoted to business: 1 hour devoted to business per month, 0 hours per month devoted during securities training hours. Duties include: Refer nurses to work with the company in a travel capacity. 2) Name of other business: Rental Property 1; Investment related: Yes; Address of other business: Norwood Ohio, 45212; Nature of other business: Investment Property; Position: Owner; Start date: 2/13/2022; Approximate number of hours/month: 3; 0 during trading hours; Duties Include: I am the owner of a duplex that I will be renting out. I will fill the unit and keep up with maintenance requests from tenant. 3) Provide business-to-business marketing and solicitation activities to downstream intermediaries regarding Separately Managed Accounts and Model Portfolio Delivery options of select advisers contracted with Touchstone Securities. Approximately two hours per business week during trading hours, compensated via an override as percentage of management fee.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CX INSTITUTIONAL, LLC

CREDENT WEALTH MANAGEMENT | CX WEALTH DIRECT | CX INSTITUTIONAL, LLC

CRD#: 292627 / SEC#: 801-112742
RIA
Registered Investment Advisory firm - SEC (3/1/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Indiana
(10/7/2026)
IAR
Kentucky
(6/3/2026)
IAR
Ohio
(11/1/2024)
IAR
South Carolina
(6/22/2026)
IAR
Texas
(11/3/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jan 2017About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 2016About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Mar 2016About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Cameron Joseph Magoon's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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