{
  "crd_number": 334779,
  "slug": "xcelsior-advisor-partners-llc-scottsdale-az-334779",
  "primary_business_name": "XCELSIOR ADVISOR PARTNERS LLC",
  "legal_name": "XCELSIOR ADVISOR PARTNERS LLC",
  "dbas": [
    "BV PRIVATE WEALTH",
    "DUFFY MATHIAS PRIVATE WEALTH",
    "EAGLE ROCK WEALTH MANAGEMENT",
    "JOE HARDEE INVESTMENT MANAGEMENT LLC",
    "REEG PRIVATE WEALTH LLC",
    "VISTA WEALTH MANAGEMENT OF SCOTTSDALE, LLC",
    "XCELSIOR PRIVATE WEALTH LLC"
  ],
  "city": "Scottsdale",
  "state": "AZ",
  "country": "United States",
  "cbsa_code": "38060",
  "metro": {
    "cbsa_code": "38060",
    "common_name": "Phoenix",
    "msa_name": "Phoenix-Mesa-Chandler, AZ",
    "path": "/advisors/az/phoenix"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-03-04",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-09-27",
  "carried_forward": false,
  "raum_total": 2510504102.0,
  "raum_discretionary": 2510504102.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 25,
  "advisory_employees": 22,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 1665096429.0,
      "count": 1319
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 562505199.0,
      "count": 131
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 282902474.0,
      "count": 51
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AZ",
    "CA",
    "CO",
    "DE",
    "FL",
    "IA",
    "IL",
    "IN",
    "KS",
    "LA",
    "MD",
    "MI",
    "MN",
    "MO",
    "NC",
    "NM",
    "NY",
    "OH",
    "OR",
    "PA",
    "SC",
    "TN",
    "TX",
    "UT",
    "VA",
    "WA",
    "WI",
    "WY"
  ],
  "websites": [
    "https://bvprivatewealth.com",
    "https://jhardeeim.com",
    "https://linkedin.com/company/xcelsior-advisor-partners",
    "https://linkedin.com/in/matt-curley-19491042",
    "https://reegpw.com",
    "https://vistawealthmanagmentofscottsdale.com",
    "https://vistawms.com",
    "https://xcelsiorpartners.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/334779",
  "city_as_filed": "SCOTTSDALE",
  "url": "https://advisorcensus.com/firm/xcelsior-advisor-partners-llc-scottsdale-az-334779",
  "display_name": "Xcelsior Advisor Partners LLC",
  "summary": "Xcelsior Advisor Partners LLC is an SEC-registered investment advisory firm in Scottsdale, AZ, registered since 2025, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 27, 2026.",
  "citation": "AdvisorCensus. Xcelsior Advisor Partners LLC (CRD 334779): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Xcelsior Advisor Partners LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Xcelsior Advisor Partners LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Xcelsior Advisor Partners LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated June 15, 2026 states: Flat fee: up to $5,000 (financial plan); Hourly rate: $300 an hour. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Xcelsior Advisor Partners LLC located?",
      "a": "Xcelsior Advisor Partners LLC's principal office is in Scottsdale, AZ, according to its Form ADV; the October 2026 filing also lists 5 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Xcelsior Advisor Partners LLC registered with the SEC or a state?",
      "a": "Xcelsior Advisor Partners LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 334779."
    },
    {
      "q": "How much does Xcelsior Advisor Partners LLC manage?",
      "a": "Xcelsior Advisor Partners LLC reports $2,510,504,102 in regulatory assets under management in its Form ADV filing dated September 27, 2026 (100% discretionary)."
    },
    {
      "q": "How have Xcelsior Advisor Partners LLC's assets and staff changed since 2025?",
      "a": "In the Form ADV data for Xcelsior Advisor Partners LLC: Regulatory assets under management: $150,007,226 in the October 2025 data and $2,510,504,102 in the October 2026 data, up 1574%. Total employees: 4 in October 2025 and 25 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Xcelsior Advisor Partners LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,319); high net worth individuals (131); corporations or other businesses not listed above (51)."
    },
    {
      "q": "Which custodians does Xcelsior Advisor Partners LLC use?",
      "a": "Xcelsior Advisor Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Xcelsior Advisor Partners LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/334779"
    },
    {
      "q": "Does Xcelsior Advisor Partners LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated June 15, 2026 says: \"At the representatives discretion, an account minimum size of $500,000 may apply. Clients have the option to aggregate all household accounts to meet this minimum.\""
    },
    {
      "q": "What changed in Xcelsior Advisor Partners LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Employees performing advisory functions went from 13 to 22. Regulatory assets under management went from $650,658,720 to $2,510,504,102 (+286%). Registered or notice-filed in AL, DE, KS, MD, NM, OR, SC."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 150007226.0,
      "total_employees": 4,
      "filing_date": "2025-05-08"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2510504102.0,
      "total_employees": 25,
      "filing_date": "2026-09-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Employees performing advisory functions went from 13 to 22.",
        "Regulatory assets under management went from $650,658,720 to $2,510,504,102 (+286%).",
        "Registered or notice-filed in AL, DE, KS, MD, NM, OR, SC."
      ]
    },
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Added the business name Reeg Private Wealth LLC.",
        "Registered or notice-filed in IA."
      ]
    },
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Registered or notice-filed in IN, MO, NC, TN, UT, VA, WA, WY."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Added the business name Duffy Mathias Private Wealth.",
        "Changed its legal name from Excelsior Advisor Network LLC to Xcelsior Advisor Partners LLC.",
        "Added an office in Minnetonka, MN.",
        "Registered or notice-filed in MN."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $150,007,226 to $650,658,720 (+334%).",
        "Employees performing advisory functions went from 4 to 13.",
        "Added the business name Xcelsior Private Wealth LLC.",
        "No longer lists the business name Excelsior Wealth Management LLC.",
        "Changed its office addresses in Denver, CO.",
        "Changed its office addresses in Scottsdale, AZ.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Added the business name Excelsior Wealth Management LLC.",
        "Added the business name Vista Wealth Management of Scottsdale, LLC.",
        "Added an office in Denver, CO.",
        "Added an office in Miami Beach, FL.",
        "No longer lists an office in New York, NY.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer lists the business name Excelsior Wealth Management LLC.",
        "Registered or notice-filed in FL, MI, PA, WI.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in AZ."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Added the business name Eagle Rock Wealth Management.",
        "Added an office in Scottsdale, AZ."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 15, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: up to $5,000 (financial plan)",
      "Hourly rate: $300 an hour"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "At the representatives discretion, an account minimum size of $500,000 may apply. Clients have the option to aggregate all household accounts to meet this minimum."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: up to $5,000 (financial plan)"
        ],
        "quotes": [
          "Fixed fees vary and do not exceed $5,000, depending on the complexity of the financial plan."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $300 an hour"
        ],
        "quotes": [
          "Hourly rates also vary and are up to $300 per hour, depending on the complexity of the plan."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 500000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": null,
          "max": 5000.0,
          "period": "one_time",
          "service": "financial plan"
        },
        {
          "kind": "hourly",
          "amount": 300.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "plan"
        }
      ]
    },
    "quotes": [
      "At the representatives discretion, an account minimum size of $500,000 may apply. Clients have the option to aggregate all household accounts to meet this minimum.",
      "Fixed fees vary and do not exceed $5,000, depending on the complexity of the financial plan.",
      "Hourly rates also vary and are up to $300 per hour, depending on the complexity of the plan."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/xcelsior-advisor-partners-llc-scottsdale-az-334779.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1319,
      "fewer_than_5": false,
      "raum": 1665096429.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 131,
      "fewer_than_5": false,
      "raum": 562505199.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 51,
      "fewer_than_5": false,
      "raum": 282902474.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/334779",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}