# XPONANCE LLC

XPONANCE LLC of PHILADELPHIA, PA is an SEC-registered investment adviser.

## Registration

- CRD: 111126
- Type: SEC-registered investment adviser
- SEC file number: 801-51407
- Location: 1845 WALNUT STREET, SUITE 800, PHILADELPHIA, PA, 19103
- Phone: 215-567-1100
- Latest filing: 2026-04-14
- Regulatory AUM: $24.3B
- Discretionary AUM: $23.9B
- Non-discretionary AUM: $334.8M
- Clients: 46
- Accounts: 131

## Business model

- Compensation: % of AUM, Fixed, Performance
- Clients served: High net worth, Pooled vehicles, Charities, Investment cos

## Officers, owners & control persons (34)

_Showing 25 of 34 people._

| Name | Role | Location |
| --- | --- | --- |
| Cynthia Fryer Steer | DIRECTOR | Bolton, CT |
| EUGENIE GUTHRIE LOGUE | CHIEF FINANCIAL OFFICER | WEST CONSHOHOCKEN, PA |
| Blair Johnson | EXECUTIVE VICE PRESIDENT | Vancouver, A1 |
| Tina Byles Williams | CEO & CIO/DIRECTOR; TRUSTEE | — |
| Mccullough Alphonso Williams | PRESIDENT & COO/DIRECTOR | — |
| James Urbach | TRUSTEE | — |
| Mildred O Forbes | CHIEF COMPLIANCE OFFICER | — |
| Fred Glover Choate | DIRECTOR | — |
| Donna Anita James | DIRECTOR | — |
| James Charles Rhee | DIRECTOR | — |
| Shelley Simms | CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | Philadelphia, PA |
| GREEN ISAAC HUGHES | DIRECTOR | — |
| BYLES WILLIAMS TINA | CEO & CIO; CEO & CIO/DIRECTOR; CEO & CIO/DIRECTOR  (RELYING ADVISER CEO & CIO) (+2 more) | — |
| SWAN EDWARD MCCALLAN | PRESIDENT | — |
| SIMMS REED SHELLEY | CCO & COO; CHIEF COMPLIANCE OFFICER & CLO; CHIEF COMPLIANCE OFFICER & COO (+3 more) | — |
| GRAVES ORIM | SENIOR VICE PRESIDENT | — |
| JOHNSON LUCIOUS DIALLO | SENIOR VICE PRESIDENT | — |
| POITEVIEN TINA B | CEO & CIO; PRESIDENT & CEO | — |
| QUINN KEVIN JOHN | SENIOR VICE PRESIDENT; SENIOR VICE PRESIDENT & DEPUTY CIO | — |
| LOGUE EUGENIE GUTHRIE | CHIEF FINANCIAL OFFICER | — |
| KINNEY KURT NICHOLAS | SENIOR VICE PRESIDENT | — |
| KENYON ROGER FREDERICK | DIRECTOR; SENIOR VICE PRESIDENT; SENIOR VICE PRESIDENT/DIRECTOR | — |
| YANG XIAOFAN | SENIOR VICE PRESIDENT | — |
| CHOATE FRED GLOVER | DIRECTOR | — |
| WILLIAMS MCCULLOUGH ALPHONSO | PRESIDENT & COO/DIRECTOR; PRESIDENT & COO/DIRECTOR (RELYING ADVISER COO) | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111126/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111126/similar
- Related entities: https://search.stillhousedata.com/firm/111126/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111126

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.