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Xendia Wealth LLC

Xendia Wealth LLC. CRD 157973

Xendia Wealth LLC logo

CRD: 157973

Xendia Wealth LLC

Miami, FL, 33130
3054150060
$475.3M Total AUM
$388.6M Disc. AUM
33.6% 3Y CAGR
5 Employees
4,810 ADV. Clients
14 yrs Firm Age

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Firm Details

Custodian
Interactive Brokers ยท Merrill Lynch
Clients
Retail and Institutional
Platforms
Value
Established Date
05-03-2012
Office Locations
2

Office Locations

175 S.w. 7TH Street Suite 2310 Miami FL
-- Cordoba --

About Xendia Wealth LLC

BCP Advisors LLC is a Miami-based RIA serving retail and institutional clients. The firm provides asset management, asset allocation and portfolio construction, with use of ETFs, mutual funds and fixed income and allocations that can include futures and real estate; it also supports insurance needs when relevant. A notable distribution detail is its Interactive Brokers-centric custody/trading setup and a mobile/desktop, WealthTech-style dashboard for portfolio monitoring and orders.

Team overview

37 AVG AGE
$95.1M AVG AUM / ADVISOR
$98.8K AVG AUM / CLIENT
5.8 yrs AVG TENURE
5 Employees
5 Advisory Reps
5 RIA Reps
14yrs Firm Age

Insights

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Asset Classes

Zenith Bridge Focus momentum

Client Personas

Optima

CRM

Signal

Investment Themes

Bridge Frontier unison

Investment Vehicles

Radial

Services

Vital Vector Alpha capital Ember

Technology

Radial quantum

Owner & Executives

M

MAURICIO ARMANDO

Chief Executive Officer, Manager, Managing Partner

CRD
#5851228
Ownership
Less than 5%
(985) 457-8262
atlas.horizon@wavecapital.com
in linkedin.com/in/frontier-beacon
SANTIAGO MAGGI

SANTIAGO MAGGI

Chief Operating Officer, Manager, Senior Managing Director

CRD
#2882318
Ownership
Less than 5%
(522) 893-8743
eagle.oak@zenithcapital.com
in linkedin.com/in/alpha-bridge
C

Capital ember

Capital element

CRD
#94033
Ownership
12.9%
(950) 696-9585
timber.delta@atlascapital.com
in linkedin.com/in/timber-catalyst

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Contacts

I

Ignacio del Fresno

--

CRD
#7517365
(640) 663-4426
frontier.alpha@fusioncapital.com
in linkedin.com/in/horizon-meridian
E

ELEAZAR GARZON

--

CRD
#4732833
(409) 863-9931
beacon.optima@oakcapital.com
in linkedin.com/in/harbor-ridge
A

Alpha vector

Capital summit glacier

CRD
#68029
(970) 871-9208
legacy.frontier@meridiancapital.com
in linkedin.com/in/unison-eagle

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
08-30-2022
07-19-2023
06-19-2024
04-10-2025
03-23-2026
Category Assets AVG. Account size
Discretionary $388,563,927 $83,311
Non-Discretionary $86,692,169 $593,782
Total $475,256,096 $98,806

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Separately Managed Accounts

Total SMA Asset: $475,256,096

$475.3M Total SMA
Private Funds:
20.4%
Equity - Exchange:
29.1%
Cash:
8.5%
U.S. Government/Agency:
22.6%
Sovereign Bonds:
19.4%
Asset class Assets Assets %
Private Funds $1,398,927,371 20.4%
Equity - Exchange $1,995,528,749 29.1%
Cash $582,886,404 8.5%
U.S. Government/Agency $1,549,792,087 22.6%
Sovereign Bonds $1,330,352,500 19.4%
Total $6,857,487,111 100.0%

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