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Matthew David Redmond

CX INSTITUTIONAL
Tulsa, OK
·CRD# 6844532·9 years experience

Professional Summary

Matthew David Redmond is a registered financial advisor currently at CX INSTITUTIONAL, LLC located in Tulsa, Oklahoma. Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Matthew has worked at 2 firms.

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

9 years in the financial services industry

Current & Past Employments

CX INSTITUTIONAL, LLC·CRD# 292627
RIA
8801 S Yale Ave. Suite 410, Tulsa, OK 74137
February 11, 2026 - Present
FIRST STATE INVESTMENT ADVISORS INC·CRD# 104788
RIA
Tulsa, OK
August 12, 2017 - February 10, 2026

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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.

Name of other business: Matt Redmond Coaching; Is business Investment related: No; Address of other business: Tulsa, OK: Nature of other business: Volleyball Coaching; Your position: Owner; Start date of relationship: 01/2021; Approx. # of hours /month devote to other business: 10; Number of hours devoted to other business during securities trading hours: 0. Name of other business: First State Financial Inc.; Is business Investment related: Yes; Address of other business: 8801 S Yale Ave., Suite 410, Tulsa, OK 74137: Nature of other business: Financial Holding Company. Portfolio Management; Your position: President; Start date of relationship: 05/2015; Approx. # of hours /month devote to other business: 5; Number of hours devoted to other business during securities trading hours: 0; Duties: Ongoing overview of compliance, accounting and tax. Name of other business: First State Investment Advisors Inc.; Is business Investment related: Yes; Address of other business: 8801 S Yale Ave., Suite 410, Tulsa, OK 74137: Nature of other business: Investment Advice; Your position: President Start date of relationship: 05/2015; Approx. # of hours /month devote to other business: 5; Number of hours devoted to other business during securities trading hours: 0; Duties: Ongoing overview of compliance, accounting and tax.

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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
Oklahoma
(2/11/2026)
IAR
Texas
(2/11/2026)

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.

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CRS (Client Relationship Summary) - RIA

Click below to view Matthew David Redmond's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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MR
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