Xcelsior Advisor Partners LLC
Firm details
- Headquarters
- ,
- CRD number
- 334779
- Registered since
- March 4, 2025
- Website
- excelsioradvisor.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals52.9%
- Corporations / Businesses31.23%
- HNWI15.88%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Xcelsior Advisor Partners LLC is an independent, SEC-registered registered investment adviser organized as an LLC (SEC registration in 2025). The firm serves both individual and family clients as well as institutional relationships, offering financial planning and portfolio management for individuals and small businesses. Its client billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. Xcelsior identifies as an active ESG investor and is structured as a domestic entity with individual ownership.
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
- Public Funds/Mutual Funds30%
- US Government Bonds27%
- Exchange Traded Equities22%
- Cash & Cash Equivalents11%
- Other4%
Owners & executives
3 of 3
Matthew Curley
CEOCRD 1856721
Joseph Hardee
Owner & CEOCRD 1688245
Mark Peterson
Co-CEOCRD 2812506
Contacts
3 of 16
Christopher Rathman
Executive Vice PresidentCRD 4005871
Matteo Curley
Client Service AssociateCRD 7128342
Sheri Rhyan
Director of TransitionsCRD 3155811
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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