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, individual-owned registered investment adviser that provides fee-based portfolio management primarily to individuals, families and small businesses, with some institutional clients. The firm is SEC-registered (initial registration: 2018) and charges advisory fees as a percentage of assets under management. Its advisory focus is portfolio management for individuals and small businesses; it is not positioned as a capital allocator and does not report active ESG investing. Xcel lists an insurance company affiliation and operates under an LLC structure.

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%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 39

Active vs passive

$39.2M in ETFs

Passive

93%

$36.5M

Active

6%

$2.6M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD S&P 500 ETF (VOO)	Vanguard	Passive	Large Blend	$5.2M	7,410	13.26%

Unlock additional holdings →

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

Similar firms

White Oaks Investment Management, Inc

Sarasota, FL

AUM $496MTEAM 2REPS 2

Klosters Capital

Miami, FL

AUM $496MTEAM 7REPS 4

LRZ Capital LLC

Miami, FL

AUM $501MTEAM 5REPS 4

The Life Wealth Group

Winter Garden, FL

AUM $491MTEAM 22REPS 11

Punch Card Management

Winter Park, FL

AUM $505MTEAM 4REPS 2

Tim Looney Investments, LLC

Longwood, FL

AUM $490MTEAM 4REPS 3

More RIAs in Holly Hill →All Florida RIAs →