Calum Moats Bashford
Wealth AdvisorXcelsior Advisor Partners LLCCRD 7539024
About Calum Moats Bashford
Calum Moats Bashford is listed as Wealth Advisor at Xcelsior Advisor Partners LLC. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Xcelsior Advisor Partners LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Calum Moats Bashford work?
Calum Moats Bashford is listed as Wealth Advisor at Xcelsior Advisor Partners LLC on SEC Form ADV.
How much of Xcelsior Advisor Partners LLC does Calum Moats Bashford own?
Form ADV reports a beneficial ownership band of Under 5%.
Xcelsior Advisor Partners LLC
| Title | Wealth Advisor |
| Ownership | Under 5% |
| Control person | No |
| Since | 2025 |