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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-31-2000
- Office Locations
- 1
Office Locations
About Excelsior Investors
Excelsior Investors is a Minnesota-based RIA helping families simplify finances and steward wealth over the long run. The firm combines financial planning with discretionary portfolio management, including asset allocation, risk management, and tax, estate, charitable, and insurance planning. Investment implementation commonly uses ETFs and mutual funds, with fixed-income exposure. Custody relationships include Schwab and Fidelity/NFS.
Reported data analysis
What the numbers show
Between February 5, 2025 and January 23, 2026, reported AUM increased 10.4%, from $219.2M to $242.0M.
Across 5 reported observations, AUM increased 37.8% between October 19, 2022 and January 23, 2026, from $175.6M to $242.0M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 105 clients, or 105 clients per representative. That equates to $2.3M in reported AUM per client.
The profile lists 1 reported office location and 26 years in operation. The source data was last updated on January 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
JASON PATRICK GOOD
Chief Compliance Officer, Managing Member, President
- CRD
- #4978923
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $241,994,381 | $742,314 |
| Non-Discretionary | $0 | -- |
| Total | $241,994,381 | $742,314 |
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Separately Managed Accounts
SMA allocation detail is available
Excelsior Investors has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Excelsior Investors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.