Xcel Wealth Management, LLC

RIASEC Registered

Total AUM

$498M

Discretionary

$481M

97% of AUM

Avg account

$590K

Accounts

844

Employees

4

Advisory reps

3

Firm details

Headquarters: Holly Hill, Florida
CRD number: 158863
Registered since: August 13, 2018
Website: xcelwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI78.23%
Individuals18.42%
Pension & Profit Sharing Plans3.35%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Xcel Wealth Management, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2018. The firm is owned by an individual and runs a fee model based on a percentage of assets under management. Its advisory focus is portfolio management for individuals and small businesses, and its client base includes both individual/family and institutional relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities81%
US Government Bonds13%
Investment Grade Corp Bonds5%
Cash & Cash Equivalents1%

Contacts

3 of 3

Jonathan Xynidis
Managing Member and Investment AdvisorCRD 4174055
Chay Stewart
Investment Adviser RepresentativeCRD 7148152
Randall Beardsley
Wealth AdvisorCRD 2428232

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 39

Active vs passive

$36.4M in ETFs

Passive

93%

$33.8M

Active

6%

$2.6M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD 500 INDEX FUND (VOO)	Vanguard	Passive	Large Blend	$5.4M	7,836	14.78%

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Primary office

Holly Hill, FL

Volusia

Location

Holly Hill, FL

Headquartered in Holly Hill, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area: Orlando-Lakeland-Deltona, FL
Region: South
County: Volusia
Address: 101 2nd St
Time zone: ET (UTC-5)
Office locations

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