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XCELSIOR ADVISOR PARTNERS LLC
CRD 334779File 801-132014
APPROVED
Retail clients
Custody
Filing as of Sep 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.51B
Top 25% of cohort (national)
Discretionary AUM
$2.51B
Clients
1,501
4,746 accounts
Employees
25
Top 10% of cohort in AZ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Mar 4, 2025
- Principal office
- 14624 SCOTTSDALE RD, SUITE 195, SCOTTSDALE, AZ, 85254
- Phone
- 480-866-8616
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.51B
- Discretionary AUM
- $2.51B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 4,746
- Non-discretionary accounts
- 0
- Total accounts
- 4,746
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 51 | $282.9M |
| High net worth individuals | 131 | $562.5M |
| Individuals (other than high net worth individuals) | 1,319 | $1.67B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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 |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 4 | 15 | increased by11 |
| Apr 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 78 | 375 | increased by297 |
| Apr 1, 2026 | AUM | $150,007,226 | $650,658,720 | increased by$500,651,494 |
| Apr 1, 2026 | Accounts | 78 | 1,065 | increased by987 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 61 | 78 | increased by17 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $109,480,000 | $150,007,226 | increased by$40,527,226 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 61 | 78 | increased by17 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “XCELSIOR ADVISOR” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“XCELSIOR ADVISOR” 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.