Matthew Redmond
Advisor at CX Institutional, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at CX Institutional, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Tulsa, OK 74137
Credentials
CFA®
Industry experience
8 years
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.
Based on CX Institutional, LLC
Based on CX Institutional, LLC
Financial planning first year fee of $6,250; subsequent annual minimum fees of $3,125
Negotiable up to 2.0% annually (investment advisory fee plus strategy fee)
Other fees include $10 quarterly fee per account plus $2.50 per sleeve per quarter and $2.50 per account quarterly for account aggregation services
Account minimum: $5,000 Fee-only: Fee-only basis for asset management, financial planning, and consulting services
8801 S Yale Ave., Suite 410
Tulsa, OK 74137
Oklahoma · Texas
CX Institutional
2026 - Present (1 year)
First State Investment Advisors Inc
2015 - 2026 (11 years)
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