XCEPTION ADVISORY SERVICES, LLC
Doing business as XCEPTION FAMILY OFFICE. SEC Form ADV profile.
Total regulatory AUM
$189,340,109
Discretionary
$189,340,109
Non-discretionary
$0
Firm details
- CRD number
- 338122
- SEC file number
- 801-134430
- Main office
- ATLANTA, GA, United States
- Employees
- 5
- SEC status
- Approved
- Website
- https://xceptionfamilyoffice.com
- Fee structure
-
Percentage of AUM Fixed fees Other
As of November 2026.