XCEL WEALTH MANAGEMENT, LLC
XCEL WEALTH MANAGEMENT, LLC of HOLLY HILL, FL is an SEC-registered investment adviser (CRD 158863). Regulatory assets under management: $497.9M.
Registration
- CRD: 158863
- SEC file number: 801-113826
- Type: Registered investment adviser
- 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 | — |
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