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Xcel Wealth Management, LLC

● SEC registered since 2018CRD 158863SEC# 801-113826Holly Hill, FL
Export (members)
Reg. AUM
$457.6M
Employees
4
Accounts
886
Location
Holly Hill, FL

Xcel Wealth Management, LLC assets under management

Xcel Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Holly Hill, FL. The firm has been registered since 2018. It reports $457.6 million in regulatory assets under management and employs 4 people.
www.facebook.com/xcel-wealth-management-340159002810162View on SEC.gov ↗

Xcel Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Jonathan Scott Xynidis ControlManaging Member & Chief Compliance OfficerOver 75%2011

Frequently asked questions

How much does Xcel Wealth Management, LLC manage?

Xcel Wealth Management, LLC reports $457.6 million in regulatory assets under management on its Form ADV.

How many employees does Xcel Wealth Management, LLC have?

Xcel Wealth Management, LLC reports 4 employees.

Where is Xcel Wealth Management, LLC located?

Xcel Wealth Management, LLC is based in Holly Hill, FL and has been SEC-registered since 2018.

Does Xcel Wealth Management, LLC disclose fund performance?

Xcel Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address101 2nd Street, Suite 402, Holly Hill, FL 32117
Phone386-872-3440
Fax386-872-3442
Office hours9 a.m. To 5 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$446.2M
Non-discretionary$11.4M
Total (RAUM)$457.6M