Xcelsior Advisor Partners LLC
● SEC registered since 2025CRD 334779SEC# 801-132014
Reg. AUM
$650.7M
Employees
15
Accounts
1,065
Location
—
Xcelsior Advisor Partners LLC assets under management
Xcelsior Advisor Partners LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2025. It reports $650.7 million in regulatory assets under management and employs 15 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 |
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 $650.7 million in regulatory assets under management on its Form ADV.
How many employees does Xcelsior Advisor Partners LLC have?
Xcelsior Advisor Partners LLC reports 15 employees.
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
| 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
$650.7M▲ 494%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$650.7Mregulatory AUM
Discretionary $650.7M