Xcel Wealth Management, LLC
Firm details
- Headquarters
- Holly Hill, Florida
- CRD number
- 158863
- Registered since
- August 13, 2018
- Website
- xcelwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI78.23%
- Individuals18.42%
- Pension & Profit Sharing Plans3.35%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Xcel Wealth Management, LLC is an SEC-registered, individually owned wealth advisory firm formed in 2018 that focuses on portfolio management for individuals and small businesses. The firm serves both individual & family and institutional clients and charges fees tied to a percentage of assets under management. It does not operate as a capital allocator, is not registered as a multi-state adviser, and does not position itself as an active ESG investor. Xcel maintains an industry affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities81%
- US Government Bonds13%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents1%
Contacts
3 of 3
Chay Stewart
Investment Adviser RepresentativeCRD 7148152
Randall Beardsley
Wealth AdvisorCRD 2428232
Jonathan Xynidis
Managing Member and Investment AdvisorCRD 4174055
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 39Active vs passive
$36.4M in ETFs
93%
$33.8M
6%
$2.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $5.4M | 7,836 | 14.78% |
Location
Holly Hill, FL
Volusia
Location
Holly Hill, FL
Headquartered in Holly Hill, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Volusia
- Address
- 101 2nd St
- Time zone
- ET (UTC-5)
- Office locations
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