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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-04-2011
- Office Locations
- 1
Office Locations
About Xcel Wealth Management, LLC
Xcel Wealth Management is an independent Florida RIA serving high net worth individuals and business clients with wealth management and financial planning, emphasizing measurable retirement income strategies and coordination with tax, estate, and business exit planning professionals. Portfolios lean heavily on ETFs alongside fixed income. The firm was named to the University of Florida’s Gator100 (ranked 24th in 2019).
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JONATHAN SCOTT XYNIDIS
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #4174055
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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RANDALL ANDREW BEARDSLEY II
Wealth Advisor
- CRD
- #2428232
Chay Reinman Stewart
--
- CRD
- #7148152
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $481,272,206 | $747,317 |
| Non-Discretionary | $16,656,029 | $83,280 |
| Total | $497,928,235 | $589,962 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | 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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