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| Keyboard |
| Exceed Advisory LLC
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|---|---|
| CRD # | 170403 |
| SEC # | 801-79958 |
| CIK # | |
| AUM | 119.2 M (2026-02-19) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 646-580-7046 |
| Address | 79 Madison Ave New York, NY 10016 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 61 | 27.2 |
| (b) Individuals (high net worth individuals) | 30 | 71.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 18.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 1.7 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 92 | 119.2 |
| By Discretionary | ||
| Discretionary | 92 | 119.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 92 | 119.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 119.2 | |
| Total | 92 | 119.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Virtus Wealth Management LLC
✚
|
MO | 119.4 M |
|
CMC Financial Group LLC
✚
|
GA | 119.3 M |
|
Avantia Investment Services LLC
✚
|
WA | 119.1 M |
|
Wealth Coach LLC
✚
|
NY | 119.1 M |
|
Carolina Strategy LLC
✚
|
119.1 M | |
|
Sullivan Financial LLC
✚
|
CT | 119.1 M |
|
Washington Financial Group Inc
✚
|
MA | 119.0 M |
|
Kailix Advisors LLC
✚
|
FL | 119.0 M |
|
TCN Private Wealth Management LLC
✚
|
119.0 M | |
|
Intellicapital Advisors LLC
✚
|
FL | 118.9 M |