Xcelsior Advisor Partners LLC

RIASEC RegisteredEst. 2025
Total AUM
$2.5B
Discretionary
$2.5B
100% of AUM
Avg account
$529K
Accounts
4,746
Employees
25
Advisory reps
23

Firm details

Headquarters
Scottsdale, Arizona
CRD number
334779
Registered since
March 4, 2025
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals66.33%
  • HNWI22.41%
  • Corporations / Businesses11.27%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Xcelsior Advisor Partners LLC is an independent SEC-registered investment adviser (SEC registered in 2025) that provides financial planning and portfolio management, primarily for individuals, families and small-business clients while also serving institutional accounts. The firm uses a mix of fee models—percentage of AUM alongside hourly and fixed-fee arrangements—and identifies itself as an active ESG investor, incorporating environmental, social and governance considerations into its investment approach. Services emphasize personalized planning and discretionary portfolio management rather than acting as a direct capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 45%, Public Funds/Mutual Funds 33%, Cash & Cash Equivalents 9%, US Government Bonds 8%, Private Funds 2%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Other 1%45%
  • Exchange Traded Equities45%
  • Public Funds/Mutual Funds33%
  • Cash & Cash Equivalents9%
  • US Government Bonds8%
  • Private Funds2%

Owners & executives

3 of 4
  • Todd Reeg

    Todd Reeg

    CEO and Founding PartnerCRD 3254227

  • Joseph Hardee

    Joseph Hardee

    Owner & CEOCRD 1688245

  • Mark Peterson

    Mark Peterson

    Co-ceoCRD 2812506

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Contacts

3 of 19
  • Peter Lisicky

    Peter Lisicky

    PartnerCRD 5783921

  • David Eubanks

    David Eubanks

    Registered RepresentativeCRD 5160658

  • Jacob Duffy

    Jacob Duffy

    PartnerCRD 4201708

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Scottsdale, AZ

Maricopa

Location

Scottsdale, AZ

Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
Maricopa
Address
14624 N Scottsdale Rd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth