Xcel Wealth Management, LLC
● SEC registered since 2018CRD 158863SEC# 801-113826Holly Hill, FL
Reg. AUM
$497.9M
Employees
4
Accounts
844
Location
Holly Hill, FL
Xcel Wealth Management, LLC assets under management
Xcel Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Holly Hill, FL. The firm has been registered since 2018. It reports $497.9 million in regulatory assets under management and employs 4 people.
Xcel Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jonathan Scott Xynidis Control | Managing Member & Chief Compliance Officer | Over 75% | 2011 |
Frequently asked questions
How much does Xcel Wealth Management, LLC manage?
Xcel Wealth Management, LLC reports $497.9 million in regulatory assets under management on its Form ADV.
How many employees does Xcel Wealth Management, LLC have?
Xcel Wealth Management, LLC reports 4 employees.
Where is Xcel Wealth Management, LLC located?
Xcel Wealth Management, LLC is based in Holly Hill, FL and has been SEC-registered since 2018.
Does Xcel Wealth Management, LLC disclose fund performance?
Xcel Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 101 2nd Street, Suite 402, Holly Hill, FL 32117 |
| Phone | 386-872-3440 |
| Fax | 386-872-3442 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$497.9M▲ 9%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 48%
Larger than 52% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$497.9Mregulatory AUM
Discretionary $481.3MNon-discretionary $16.7M