SourcingSourcing

XCEPTION ADVISORY SERVICES, LLC

C40
CRD 338122·SEC 801-134430·ATLANTA, GA
AUM
$189.3M
$100M-$500M
Est. Revenue
$1.9M
@ 1% on AUM
Est. EBITDA
$568K
@ 30% margin
Est. Deal Value
$4.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
XCEPTION ADVISORY SERVICES, LLC
CRD
338122
SEC file #
801-134430
EIN
—
DBA names
Xception Family Office

Economics

AUM
$189.3M
AUM band
$100M-$500M
AUM trajectory
—
Client mix
Individuals High Net Worth26
Individuals Other2

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMFixed feesOther Compensation

Filings

Latest ADV filing
04/23/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
XCEPTION FAMILY OFFICE HOLDINGS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
XCEPTION FAMILY OFFICE HOLDINGS, LLC
Callahan, Michael, Patrick
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.378
Soi Zip Pct 200k Plus
0.2007
Soi Zip Returns 200k Plus
2,320
Soi Zip Total AGI
1,658,015
Fdic Zip Total Deposits
2,514,619,000
Fdic Zip Branch Count
73
Fdic Zip Top Banks
JPMorgan Chase Bank, National Association
Tucker Federal Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (18)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
Bank South, National AssociationAtlanta, GA
SouthTrust Bank of Georgia, National AssociationAtlanta, GA
Fdic Zip HHI
1253.13
Fdic Zip Top Bank Share Pct
23.27
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI34,703
Returns3,270
Stub 2
AGI65,799
Returns1,800
Stub 3
AGI78,928
Returns1,280
Soi Zip Total Business Income
52,738
Soi Zip Total Cap Gains
111,871
Soi Zip Total Dividends
55,697
Soi Zip Total Returns
11,560
Trust Company Affiliate
No

People (3)

3
HABER, CORT, ALAN
IAR · Executive Officer · 2.5%
4930361
Callahan, Michael, Patrick
IAR · Executive Officer · 2.5%
4300313
Will Holdren
IAR
8098247