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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.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
JASON PATRICK GOOD
Chief Compliance Officer, Managing Member, President
- CRD
- #4978923
- Ownership
- 75% or more
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| 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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