XCEL WEALTH MANAGEMENT, LLC

Overview

Xcel Wealth Management, LLC is a fee-based advisory firm that manages portfolios primarily for individuals, families and small businesses, with some institutional relationships. The firm favors equity-driven allocations, leaning heavily on exchange-traded equities and concentrated stock positions while supplementing portfolios with ETFs for tactical exposure. Portfolio management is delivered on a discretionary basis for the majority of client assets, and the firm is structured to use third‑party managers for alternative exposures rather than running in-house private fund platforms. Xcel is not an active ESG investor and focuses on direct equity selection, ETF implementation and selective use of external alternative managers to diversify return sources.

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Public Holdings

Investments & Alternatives

Location & Offices