Xcelsior Advisor Partners LLC

RIASEC RegisteredEst. 2025

Total AUM

$651M

Discretionary

$651M

100% of AUM

Avg account

$611K

Accounts

1,065

Employees

Advisory reps

Firm details

Headquarters: ,
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: Individuals52.9%
Corporations / Businesses31.23%
HNWI15.88%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Xcelsior Advisor Partners LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm serves both individual and family clients as well as institutional investors, offering financial planning and portfolio management services tailored to individuals and small businesses. Its fee model includes percentage-of-AUM pricing alongside hourly and fixed-fee arrangements. Xcelsior describes itself as an active ESG investor and functions primarily as an advisory firm rather than a capital allocator or pension consultant.