Data / Investment advisers / Arizona / Xcelsior Advisor Partners LLC
Xcelsior Advisor Partners LLC, Scottsdale, AZ: $2.5 billion AUM, SEC registered investment adviser
Xcelsior Advisor Partners LLC is an SEC registered investment adviser with its main office in Scottsdale, Arizona and reports $2.5 billion in regulatory assets under management in its Form ADV filed September 27, 2026. Its clients include individuals, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 334779
- SEC file number
- 801-132014
- SEC status
- Approved, effective March 4, 2025
- Main office
- 14624 Scottsdale Rd Suite 195, Scottsdale, AZ 85254
- Phone
- (480) 866-8616
- Website
- xcelsiorpartners.com
- Regulatory AUM
- $2,510,504,102 in the Form ADV filed September 27, 2026
- Discretionary AUM
- $2,510,504,102
- Accounts
- 4,746
- Employees
- 25, of which 22 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 7
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 1,319 | $1.67 billion |
| High net worth individuals | 131 | $562.5 million |
| Corporations or other businesses | 51 | $282.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| October 2, 2026 | $2.51 billion | September 27, 2026 |
| April 1, 2026 | $650.7 million | March 27, 2026 |
| December 1, 2025 | $150 million | November 5, 2025 |
Other advisers in Scottsdale
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Balbec Capital Management LP | Scottsdale | $7.99 billion | 14 | adviserinfo.sec.gov |
| Ashton Thomas Private Wealth | Scottsdale | $6.01 billion | Not listed | adviserinfo.sec.gov |
| Stoker Ostler, a Part of BMO Financial Group | Scottsdale | $3.67 billion | Not listed | adviserinfo.sec.gov |
| Trek Financial | Scottsdale | $2.82 billion | Not listed | adviserinfo.sec.gov |
| Trajan Wealth, L.L.C. | Scottsdale | $2.60 billion | Not listed | adviserinfo.sec.gov |
| Redwood Investment Management, LLC. | Scottsdale | $2.47 billion | Not listed | adviserinfo.sec.gov |
| Verus Capital Partners, LLC | Scottsdale | $2.29 billion | Not listed | adviserinfo.sec.gov |
| Ironwood Investment Counsel, LLC | Scottsdale | $1.76 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Scottsdale, AZ
- Investment advisers in Arizona
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Xcelsior Advisor Partners LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.