Xcelsior Advisor Partners LLC
● SEC registered since 2025CRD 334779SEC# 801-132014Scottsdale, AZ
Reg. AUM
$2.51B
Employees
25
Accounts
4,746
Location
Scottsdale, AZ
Xcelsior Advisor Partners LLC assets under management
Xcelsior Advisor Partners LLC is a registered investment adviser overseen by the SEC based in Scottsdale, AZ. The firm has been registered since 2025. It reports $2.5 billion in regulatory assets under management and employs 25 people.
Xcelsior Advisor Partners LLC owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Calum Moats Bashford | Wealth Advisor | Under 5% | 2025 |
| Christopher Max Rathman | National Director Of Branch Development | Under 5% | 2025 |
| David Tyson Eubanks | Investment Advisor Representative | Under 5% | 2025 |
| Gene Forest Pucci Control | Chief Compliance Officer | Under 5% | 2025 |
| Jbo Exploration LP | Shareholder | 5-10% | 2025 |
| Mark Allen Peterson Control | Co-Ceo | 25-50% | 2025 |
| Matthew Curley Revocable Living Trust Dated March 31, 2020 Control | Living Trust | 25-50% | 2020 |
| Matthew Stephen Curley Control | Co-Ceo | Under 5% | 2025 |
| Matthew Toelke | Wealth Advisor/Advisor Transition Specialist | Under 5% | 2025 |
| Rebecca L Gadus | Investment Advisor Representative | Under 5% | 2025 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Xcelsior Advisor Partners LLC manage?
Xcelsior Advisor Partners LLC reports $2.5 billion in regulatory assets under management on its Form ADV.
How many employees does Xcelsior Advisor Partners LLC have?
Xcelsior Advisor Partners LLC reports 25 employees.
Where is Xcelsior Advisor Partners LLC located?
Xcelsior Advisor Partners LLC is based in Scottsdale, AZ and has been SEC-registered since 2025.
Does Xcelsior Advisor Partners LLC disclose fund performance?
Xcelsior Advisor Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 14624 Scottsdale Rd, Suite 195, Scottsdale, AZ 85254 |
| Phone | 480-866-8616 |
| Fax | N/A |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.51B▲ 2193%
Apr '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 19%
Larger than 81% of 16,369 advisers
EmployeesTop 20%
More than 80% of 16,804 advisers
Assets under management
$2.51Bregulatory AUM
Discretionary $2.51B