{
  "crd_number": 313437,
  "slug": "xtellus-advisors-llc-miami-fl-313437",
  "primary_business_name": "XTELLUS ADVISORS LLC",
  "legal_name": "XTELLUS ADVISORS LLC",
  "dbas": [],
  "city": "Miami",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "exempt",
  "registration_status": "ERA - Active",
  "registration_date": "2024-07-19",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-05-14",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://xtellusadvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/313437",
  "city_as_filed": "MIAMI",
  "url": "https://advisorcensus.com/firm/xtellus-advisors-llc-miami-fl-313437",
  "display_name": "Xtellus Advisors LLC",
  "summary": "Xtellus Advisors LLC is an exempt reporting adviser in Miami, FL, filing reports since 2024. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. Xtellus Advisors LLC (CRD 313437): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is Xtellus Advisors LLC located?",
      "a": "Xtellus Advisors LLC's principal office is in Miami, FL, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "How does Xtellus Advisors LLC report to regulators?",
      "a": "Xtellus Advisors LLC is an exempt reporting adviser, filing reports since 2024. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 313437."
    },
    {
      "q": "How have Xtellus Advisors LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Xtellus Advisors LLC: Regulatory assets under management: $36,104,722 in the October 2021 data and $43,489,618 in the October 2023 data, up 20%. Total employees: 3 in October 2021 and 3 in October 2023. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "Does Xtellus Advisors 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/313437"
    },
    {
      "q": "What changed in Xtellus Advisors LLC's recent Form ADV filings?",
      "a": "In the June 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 36104722.0,
      "total_employees": 3,
      "filing_date": "2021-08-06"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 48443074.0,
      "total_employees": 3,
      "filing_date": "2022-08-02"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 43489618.0,
      "total_employees": 3,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2024-07-19"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2025-05-09"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2026-05-14"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/xtellus-advisors-llc-miami-fl-313437.md",
  "clients": [],
  "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/313437",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}