Xa Investments LLC
● SEC registered since 2017CRD 284005SEC# 801-110653Chicago, IL
Reg. AUM
$865.6M
Employees
15
Accounts
3
Location
Chicago, IL
Xa Investments LLC assets under management
Xa Investments LLC is an investment advisory firm registered with the SEC based in Chicago, IL. The firm has been registered since 2017. It reports $865.6 million in regulatory assets under management and employs 15 people.
Xa Investments LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin David McCulloch Control | Managing Director And General Counsel And Cco | Under 5% | 2021 |
| John Flinn Spence Control | Co-Ceo | Under 5% | 2016 |
| Kimberly Ann Flynn Control | President | Under 5% | 2016 |
| Theodore Joseph Brombach Control | Co-Ceo | Under 5% | 2016 |
| Xms Asset Management LLC Control | Member | Over 75% | 2016 |
| John Flinn Spence Control | Member | 50-75% | 2016 |
| Theodore Joseph Brombach Control | Member | 50-75% | 2016 |
| Xms Holdings LLC Control | Member | Over 75% | 2016 |
Frequently asked questions
How much does Xa Investments LLC manage?
Xa Investments LLC reports $865.6 million in regulatory assets under management on its Form ADV.
How many employees does Xa Investments LLC have?
Xa Investments LLC reports 15 employees.
Where is Xa Investments LLC located?
Xa Investments LLC is based in Chicago, IL and has been SEC-registered since 2017.
Does Xa Investments LLC disclose fund performance?
Xa Investments LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 321 N. Clark Street, Suite 2430, Chicago, IL 60654 |
| Phone | 312-374-6930 |
| Office hours | 9:00 - 5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$865.6M▼ 9%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,306 advisers
EmployeesTop 30%
More than 70% of 16,824 advisers
Assets under management
$865.6Mregulatory AUM
Discretionary $865.6M