X
$189.3M Total AUM
$189.3M Disc. AUM
-- 3Y CAGR
5 Employees
28 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-29-2025
- Office Locations
- 1
Office Locations
5901 Peachtree Dunwoody RD Building C, Suite 160 Atlanta GA
About Xception Family Office
Xception Family Office is a Atlanta-based RIA. The firm has been operating for 0 years. Managing $189.3M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$63.1M AVG AUM / ADVISOR
$6.8M AVG AUM / CLIENT
0.5 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
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Technology
Available
Owner & Executives
Michael Patrick Callahan
Chief Executive Officer
- CRD
- #4300313
- Ownership
- Less than 5%
Available
Available
Available
Cort Alan Haber
Chief Compliance Officer
- CRD
- #4930361
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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W
Will Holdren
Senior Client Service Associate
- CRD
- #8098247
Available
Available
Available
Showing 1 of 3 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $189,340,109 | $6,762,147 |
| Non-Discretionary | $0 | -- |
| Total | $189,340,109 | $6,762,147 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Other:
Available Cash:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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