Xcelsior Advisor Partners LLC
Firm details
- Headquarters
- Scottsdale, Arizona
- 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
- Individuals66.33%
- HNWI22.41%
- Corporations / Businesses11.27%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Xcelsior Advisor Partners LLC is an independent SEC-registered investment adviser (SEC registered in 2025) that provides financial planning and portfolio management, primarily for individuals, families and small-business clients while also serving institutional accounts. The firm uses a mix of fee models—percentage of AUM alongside hourly and fixed-fee arrangements—and identifies itself as an active ESG investor, incorporating environmental, social and governance considerations into its investment approach. Services emphasize personalized planning and discretionary portfolio management rather than acting as a direct capital allocator.
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 Equities45%
- Public Funds/Mutual Funds33%
- Cash & Cash Equivalents9%
- US Government Bonds8%
- Private Funds2%
Owners & executives
3 of 4
Todd Reeg
CEO and Founding PartnerCRD 3254227
Joseph Hardee
Owner & CEOCRD 1688245
Mark Peterson
Co-ceoCRD 2812506
Contacts
3 of 19
Peter Lisicky
PartnerCRD 5783921
David Eubanks
Registered RepresentativeCRD 5160658
Jacob Duffy
PartnerCRD 4201708
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Scottsdale, AZ
Maricopa
Location
Scottsdale, AZ
Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 14624 N Scottsdale Rd
- Time zone
- MT (UTC-7)
- Office locations
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