Xception Advisory Services, LLC
● SEC registered since 2025CRD 338122SEC# 801-134430Atlanta, GA
Reg. AUM
$189.3M
Employees
5
Accounts
28
Location
Atlanta, GA
Xception Advisory Services, LLC assets under management
Xception Advisory Services, LLC operates as an SEC-registered investment adviser based in Atlanta, GA. The firm has been registered since 2025. It reports $189.3 million in regulatory assets under management and employs 5 people.
Xception Advisory Services, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cort Alan Haber Control | Cco | Under 5% | 2025 |
| Michael Patrick Callahan Control | Chief Executive Officer | Under 5% | 2025 |
| Xception Family Office Holdings, LLC Control | Owner | Over 75% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Xception Advisory Services, LLC manage?
Xception Advisory Services, LLC reports $189.3 million in regulatory assets under management on its Form ADV.
How many employees does Xception Advisory Services, LLC have?
Xception Advisory Services, LLC reports 5 employees.
Where is Xception Advisory Services, LLC located?
Xception Advisory Services, LLC is based in Atlanta, GA and has been SEC-registered since 2025.
Does Xception Advisory Services, LLC disclose fund performance?
Xception Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5901 Peachtree Dunwoody Rd, Building C, Suite 160, Atlanta, GA 30328 |
| Phone | 404-524-7900 |
| Office hours | 8:30a.m. - 5p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$189.3M▲ 36%
Jan '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$189.3Mregulatory AUM
Discretionary $189.3M