Xception Family Office

Overview

Xception Family Office LLC is an independent registered investment adviser that brands itself as a family-office–style manager serving high-net-worth individuals and families. The firm is organized as an LLC and is registered with the SEC (registered in 2025). It describes itself as a capital allocator and offers advisory services that include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Compensation structures include percentage-of-AUM fees alongside fixed and other fee arrangements. Ownership is listed as a combination of a domestic entity and an individual. The firm does not identify as an active ESG investor and is not presented as a multi-state adviser.

Assets & Accounts

Investments & Alternatives