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⚲
|
| Xcelsior Advisor Partners LLC
✚
|
|
|---|---|
| CRD # | 334779 |
| SEC # | 801-132014 |
| CIK # | |
| AUM | $650.7 M (2026-06-15) |
| Employees | 15 (87% Investors, 53% Brokers) |
| Phone | 480-866-8616 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 318 | 344.2 |
| (b) Individuals (high net worth individuals) | 30 | 103.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 27 | 203.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,065 | 650.7 |
| By Discretionary | ||
| Discretionary | 1,065 | 650.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,065 | 650.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 650.7 | |
| Total | 1,065 | 650.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Innovative Wealth Building LLC
✚
|
MD | 0.7 |
|
McGowan & Co LLP
✚
|
PA | 0.7 |
|
RBO & Co LLC
✚
|
CA | 0.7 |
|
Milestone Financial Associates LLC
✚
|
PA | 0.7 |
|
Westover Capital Advisors LLC
✚
|
DE | 0.7 |
|
Weber Asset Management Inc
✚
|
NY | 0.7 |
|
Essex LLC
✚
|
IL | 0.6 |
|
ACT Two Investors LLC
✚
|
0.6 | |
|
One8Zero8 LLC
✚
|
NC | 0.6 |
|
Raab & Moskowitz Asset Management LLC
✚
|
NJ | 0.6 |