# Xception Family Office

> Xception Family Office is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 27, 2026.

- CRD: 338122
- Filed as: XCEPTION FAMILY OFFICE
- Legal name: Xception Advisory Services, LLC
- Also doing business as: XCEPTION ADVISORY SERVICES
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: May 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/338122
- AdvisorCensus page: https://advisorcensus.com/firm/xception-family-office-atlanta-ga-338122

## Quick answers

**How is Xception Family Office compensated?**
On its Form ADV (Item 5.E, October 2026), Xception Family Office reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other.

**How much does Xception Family Office charge?**
Its Form ADV Part 2A brochure dated May 27, 2026 states: Asset-based fee: 0.35% to 1% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Xception Family Office located?**
Xception Family Office's principal office is in Atlanta, GA, according to its Form ADV.

**Is Xception Family Office registered with the SEC or a state?**
Xception Family Office is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 338122.

**How much does Xception Family Office manage?**
Xception Family Office reports $189,340,109 in regulatory assets under management in its Form ADV filing dated May 27, 2026 (100% discretionary).

**What types of clients does Xception Family Office serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (26); individuals (other than high net worth individuals) (2).

**Which custodians does Xception Family Office use?**
Xception Family Office's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists John A. Levin & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Xception Family Office report any disciplinary disclosures?**
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/338122

**Does Xception Family Office state an account minimum?**
Its Form ADV Part 2A brochure dated May 27, 2026 says: "We generally require $5,000,000 in investable assets but make exceptions on a case-by-case basis." "Xception typically requires a minimum of $5,000,000 in investable assets to open an account except under circumstances where the firm exercises the right to exempt a client from this requirement."

**What changed in Xception Family Office's recent Form ADV filings?**
In the May 2026 filing data: Employees performing advisory functions went from 2 to 3.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated May 27, 2026)

- Asset-based fee: 0.35% to 1% a year (a range, as the brochure states it)

> The annual fee for asset management services will vary between 0. 35% and 1.00% .

- Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)

> We generally require $5,000,000 in investable assets but make exceptions on a case-by-case basis.

> Xception typically requires a minimum of $5,000,000 in investable assets to open an account except under circumstances where the firm exercises the right to exempt a client from this requirement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- John A. Levin & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $189,340,109
- Discretionary: $189,340,109
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2 | $1,049,150 |
| High net worth individuals | 26 | $188,290,959 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [xceptionfamilyoffice.com](https://xceptionfamilyoffice.com)

## Changes in the filing (last 12 months)

### May 2026
- Employees performing advisory functions went from 2 to 3.

### April 2026
- Regulatory assets under management went from $138,720,576 to $189,340,109 (+36%).
- Employees performing advisory functions went from 3 to 2.
- Updated its list of owners and control persons (Schedule A).

### February 2026
- Regulatory assets under management went from $0 to $138,720,576.

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Xception Family Office (CRD 338122): Form ADV filing data as of October 2026.