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Xcelsior Advisor Partners LLC

Xcelsior Advisor Partners LLC. CRD 334779

Xcelsior Advisor Partners LLC logo

CRD: 334779

Xcelsior Advisor Partners LLC

Scottsdale, AZ
4808668616
excelsioradvisor.com
$650.7M Total AUM
$650.7M Disc. AUM
-- 3Y CAGR
15 Employees
375 ADV. Clients
1 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail and Institutional
Platforms
OakSignal
Established Date
03-04-2025
Office Locations
14

Office Locations

1111 Lincoln Road Suite 500 Miami Beach FL
14624 N. Scottsdale RD Suite 195 Scottsdale AZ
14624 Scottsdale Suite 195 Scottsdale AZ

About Xcelsior Advisor Partners LLC

Excelsior Advisor Network is a Denver-based registered investment advisor platform built to help advisors go independent, with support across compliance/legal, technology, clearing & custody, service/operations, and products & investments. The network emphasizes an idea-sharing advisor community and offers an 85% cash payout, an ownership opportunity, and succession-planning support for advisors transitioning their practices.

Team overview

51 AVG AGE
$50.1M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
0.7 yrs AVG TENURE
15 Employees
13 Advisory Reps
9 RIA Reps
1yrs Firm Age

Insights

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Accredited Investors

Radial Ember

Asset Classes

Delta Frontier Oak Glacier Element meridian Zenith Unison ember Signal

CRM

Matrix

Custodian

Beacon Value unison Zenith Wave Vector horizon

Investment Themes

Bridge Pathway matrix Radial foundation Harbor focus Insight glacier Vital vertex Horizon value

Investment Vehicles

North signal

Platform

Catalyst alpha Vector fusion Harbor pathway

Services

Matrix wave Element Radial Radial Vital unison Vector frontier Unison pathway Beacon prime

Technology

Prime eagle Delta

Owner & Executives

MARK ALLEN PETERSON

MARK ALLEN PETERSON

CO-CEO

CRD
#2812506
Ownership
25% but less than 50%
(238) 212-7107
harbor.vector@radialcapital.com
in linkedin.com/in/summit-beacon
CALUM MOATS BASHFORD

CALUM MOATS BASHFORD

WEALTH ADVISOR

CRD
#7539024
Ownership
Less than 5%
(506) 368-3779
vector.beacon@meridiancapital.com
in linkedin.com/in/unison-vector
S

Summit prime

Harbor summit

CRD
#93941
Ownership
19.6%
(206) 449-6327
optima.summit@legacycapital.com
in linkedin.com/in/atlas-ridge

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Contacts

Cayden Anthony Brotz

Cayden Anthony Brotz

--

CRD
#7573908
(631) 939-7697
beacon.unison@quantumcapital.com
in linkedin.com/in/ember-summit
JAMES TIMOTHY CHANDLER

JAMES TIMOTHY CHANDLER

Investment Adviser

CRD
#1405857
(724) 910-9570
focus.element@crestcapital.com
in linkedin.com/in/unison-frontier
S

Summit eagle

Vertex bridge

CRD
#87717
(297) 866-4721
bridge.bridge@fusioncapital.com
in linkedin.com/in/wave-optima

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-17-2025
06-15-2026
Category Assets AVG. Account size
Discretionary $650,658,720 $610,947
Non-Discretionary $0 --
Total $650,658,720 $610,947

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Separately Managed Accounts

Total SMA Asset: $650,658,720

$650.7M Total SMA
Public Funds:
17.8%
U.S. Government/Agency:
13.1%
Equity - Exchange:
6.5%
Cash:
20.7%
Other:
7.5%
Corporate - Investment Grade:
24.7%
Municipal Bonds:
9.7%
Asset class Assets Assets %
Public Funds $937,692,308 17.8%
U.S. Government/Agency $690,099,395 13.1%
Equity - Exchange $342,415,730 6.5%
Cash $1,090,462,403 20.7%
Other $395,095,073 7.5%
Corporate - Investment Grade $1,301,179,775 24.7%
Municipal Bonds $510,989,628 9.7%
Total $5,267,934,312 100.0%

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