Xception Family Office: new SEC registration, $189M AUM, Atlanta, GA
Xception Family Office (Atlanta, Georgia): new SEC registration, $189M AUM, Atlanta, GA. Its amount of 189 is above the median of 134 (66th percentile). Dated 401 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 189 · 66th percentile of 1,149 NewRiaPulse records · 1.4x the median
Free preview: all 11 published fields of this record are shown below. Locked: 24 related GA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Xception Family Office |
| Legal name | Xception Advisory Services, LLC |
| CRD | 338122 |
| Status | Approved |
| Registered with the SEC | 2025-09-29 |
| Latest Form ADV filing | 2026-05-27 |
| Location | Atlanta, GA, United States |
| Regulatory AUM | $189,340,109 |
| Accounts | 28 |
| Employees | 5 |
| Website | https://xceptionfamilyoffice.com |
| amount percentile | 66th of 1,149 (median 134, 1.4x median) |
| Peer records CSV (25 GA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2025-09-29
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (GA first): Fulcrum Equity Partners, INC. · Highbrook Capital Partners · Tcp Management LLC · Gridline · San Blas Advisory, INC. · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Xception Family Office and 25 Georgia peers
- Georgia NewRiaPulse records like this one: 25
- Xception Family Office's amount: 66th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Georgia peer: $5,000 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $189M under management.
- Website on file.
What is the NewRiaPulse record for Xception Family Office in Atlanta, Georgia?
Xception Family Office received SEC registration as an investment adviser (2025-09-29) with $189,340,109 in regulatory assets under management, based in Atlanta, GA.
How does Xception Family Office compare to other Georgia NewRiaPulse records?
Its amount of 189 sits in the upper half (66th percentile) of 1,149 records; the median is 134. It is 401 days old; check the official source for later updates before acting.
Xception Family Office vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Xception Family Office | Atlanta, GA | 189 | 66th | 2025-09-29 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
Related records
- Legacy Partners Financial Group, LLC
- Johnston Investment Counsel, LTD.
- Diversified Wealth Advisors, LLC
- Knecht Capital Management, LLC
- Crosspoint Capital Management
- Crafted Finance, LLC
- Leonard Advisory Group LLC
- Wealthlynk, INC.
- Cs Tomasi Wealth Management
- Wealth Strategies Group
- Endeavor Advisors LLC
- Herndon Plant Oakley LTD
NewRiaPulse: $100M-$500M NewRiaPulse: records in Georgia NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.