Xcelsior Advisor Partners LLC

RIASEC RegisteredEst. 2025

Total AUM

$651M

Discretionary

$651M

100% of AUM

Avg account

$611K

Accounts

1,065

Employees

Advisory reps

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

FINTRX

Overview

Xcelsior Advisor Partners LLC is an independent registered investment adviser organized as an LLC. The firm reports SEC registration in 2025 and is owned by domestic entity and individual interests. Its client base includes both individuals and families as well as institutional relationships; advisory work centers on financial planning and portfolio management for individuals and small businesses. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm identifies as an active ESG investor and notes it does not operate as a capital allocator (i.e., it does not run pooled funds for outside allocation).