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XOOMFI ADVISORS
Legal name: ACCELAR, INC.
CRD 314872File 801-121438
APPROVED
Retail clients
Filing as of Jun 10, 2025
Feed vintage Oct 1, 2026
Regulatory AUM
$300
Bottom 25% of cohort (national)
Discretionary AUM
$300
Clients
3
3 accounts
Employees
0
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jun 12, 2021
- Principal office
- 84 W SANTA CLARA ST, SUITE 700, SAN JOSE, CA, 95113
- Phone
- 650-870-1343
- Website
- https://www.XoomFi.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $300
- Discretionary AUM
- $300
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3
- Non-discretionary accounts
- 0
- Total accounts
- 3
- AUM per client
- $100
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | Fewer than 5 | $300 |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Dec 1, 2025 vs May 1, 2025 | AUM | $95,308 | $300 | decreased by$95,008 |
| May 1, 2025 vs Oct 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2 | 3 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $50,600 | $95,308 | increased by$44,708 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2 | 3 | increased by1 |
| Apr 1, 2022 | AUM | $80,000 | $50,600 | decreased by$29,400 |
| Apr 1, 2022 | Accounts | 3 | 2 | decreased by1 |
| Oct 1, 2021 | AUM | $0 | $80,000 | increased by$80,000 |
| Oct 1, 2021 | Accounts | 0 | 3 | increased by3 |
| Jul 1, 2021 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “XOOMFI ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“XOOMFI ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.