# XCEL WEALTH MANAGEMENT, LLC

XCEL WEALTH MANAGEMENT, LLC of HOLLY HILL, FL is an SEC-registered investment adviser.

## Registration

- CRD: 158863
- Type: SEC-registered investment adviser
- SEC file number: 801-113826
- Location: 101 2ND STREET, SUITE 402, HOLLY HILL, FL, 32117
- Phone: 386-872-3440
- Latest filing: 2026-02-19
- Regulatory AUM: $497.9M
- Discretionary AUM: $481.3M
- Non-discretionary AUM: $16.7M
- Clients: 4
- Accounts: 844

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Jonathan Scott Xynidis | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| XYNIDIS JONATHAN SCOTT | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/158863/brochure
- Similar advisers: https://search.stillhousedata.com/firm/158863/similar
- Related entities: https://search.stillhousedata.com/firm/158863/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/158863

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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.