Data / Investment advisers / Georgia / Xception Family Office
Xception Family Office, Atlanta, GA: $189 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Xception Family Office is an SEC registered investment adviser with its main office in Atlanta, Georgia and reports $189 million in regulatory assets under management in its Form ADV filed May 27, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management, fixed fees and other fees.
The request: Watch Xception Family Office (CRD number 338122): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 338122
- SEC file number
- 801-134430
- SEC status
- Approved, effective September 29, 2025
- Legal name
- Xception Advisory Services, LLC
- Main office
- 5901 Peachtree Dunwoody Rd Building C, Suite 160, Atlanta, GA 30328
- Phone
- (404) 524-7900
- Website
- xceptionfamilyoffice.com
- Regulatory AUM
- $189,340,109 in the Form ADV filed May 27, 2026
- Discretionary AUM
- $189,340,109
- Accounts
- 28
- Employees
- 5, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, other fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 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 |
|---|---|---|
| High net worth individuals | 26 | $188.3 million |
| Individuals (other than high net worth individuals) | 2 | $1 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 |
|---|---|---|
| April 1, 2026 | $189.3 million | March 31, 2026 |
| February 2, 2026 | $138.7 million | January 22, 2026 |
| December 1, 2025 | Not listed | October 23, 2025 |
Other advisers in Atlanta
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Reicon Wealth Advisors, LLC | Atlanta | $220.1 million | 2 | adviserinfo.sec.gov |
| San Blas Advisory, Inc. | Atlanta | $218.9 million | Not listed | adviserinfo.sec.gov |
| Premis Advisors, LLC | Atlanta | $213.9 million | 1 | adviserinfo.sec.gov |
| Magellan Planning Group | Atlanta | $210 million | Not listed | adviserinfo.sec.gov |
| Pierson Wealth Management | Atlanta | $192 million | Not listed | adviserinfo.sec.gov |
| Wright Wealth LLC | Atlanta | $188.5 million | Not listed | adviserinfo.sec.gov |
| Ash Investment Partners, LLC | Atlanta | $185.7 million | 1 | adviserinfo.sec.gov |
| George M. Hiller Companies, LLC | Atlanta | $183 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Atlanta, GA
- Investment advisers in Georgia
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Xception Family Office on the SEC's adviser search
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.