# EXCELSIOR CAPITAL ADVISORS, LLC

EXCELSIOR CAPITAL ADVISORS, LLC of BOCA RATON, FL is an SEC-registered investment adviser.

## Registration

- CRD: 144485
- Type: SEC-registered investment adviser
- SEC file number: 801-68100
- Location: 4651 N. FEDERAL HWY., BOCA RATON, FL, 33431
- Phone: 561-353-4440
- Latest filing: 2012-03-09
- Regulatory AUM: $120.2M
- Discretionary AUM: $120.2M
- Clients: 1
- Accounts: 251

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| GRACE KATHLEEN ANNE | MANAGING MEMBER | — |
| MEYERER TABITHA LETOURNEAU | CHIEF COMPLIANCE OFFICER | — |
| GRACE-SCHOEPPL KATHLEEN ANNE | MANAGING MEMBER | — |
| GRACE RICHARD FRANCIS | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/144485/brochure
- Similar advisers: https://search.stillhousedata.com/firm/144485/similar
- Related entities: https://search.stillhousedata.com/firm/144485/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/144485

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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.