Xcelsior Advisor Partners Llc
- Regulatory AUM
- $651M
- Discretionary
- $651M
- Clients
- 375
- Avg AUM / client
- $1.7M
- Accounts
- 1,065
- Employees
- 15
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 318 | $344M | 52.9% |
| High net worth individuals | 30 | $103M | 15.9% |
| Corporations and other businesses | 27 | $203M | 31.2% |
People (18)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Calum Moats Bashford | Registered representative | Mar 2025 (1y) | ||
| Matthew Stephen Curley | Registered representative | Mar 2025 (1y) | ||
| Matthew Toelke | Registered representative | Mar 2025 (1y) | ||
| Joseph D Hardee | Registered representative | Mar 2025 (1y) | ||
| Matteo Joseph Curley | Registered representative | Jun 2025 (1y) | ||
| Gene Forest Pucci | Registered representative | Jun 2025 (1y) | ||
| Rebecca L Gadus | Registered representative | Aug 2025 (1y) | ||
| David Tyson Eubanks | Registered representative | CFP | Aug 2025 (1y) | |
| Peter Lisicky | Registered representative | CFP | Oct 2025 (1y) | |
| Thomas Matthew Glynn | Registered representative | Oct 2025 (1y) | ||
| James Timothy Chandler | Registered representative | Dec 2025 (1y) | ||
| Mark Allen Peterson | Registered representative | Jan 2026 (1y) | ||
| Sheri Lynn Rhyan | Registered representative | Apr 2026 (0y) | ||
| David E Mathias | Registered representative | Apr 2026 (0y) | ||
| Jacob Andrew Duffy | Registered representative | Apr 2026 (0y) | ||
| Katie Nulliner | Registered representative | May 2026 (0y) | ||
| Julie Anne Lafferty | Registered representative | May 2026 (0y) | ||
| Cayden Anthony Brotz | Registered representative | May 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/10/2026 | 1000 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Fidelity Brokerage Services $457M (70% of AUM) Jul 2026
- Charles Schwab & Co. $172M (27% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 24, 2026.
View current Form ADV (SEC/IAPD) ↗