# XCELSIOR ADVISOR PARTNERS LLC

XCELSIOR ADVISOR PARTNERS LLC is an SEC-registered investment adviser.

## Registration

- CRD: 334779
- Type: SEC-registered investment adviser
- SEC file number: 801-132014
- Phone: 480-866-8616
- Latest filing: 2026-07-24
- Regulatory AUM: $650.7M
- Discretionary AUM: $650.7M
- Clients: 15
- Accounts: 1,065

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Matthew Stephen Curley | CO-CEO; LIVING TRUST - TRUSTEE; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| Mark Allen Peterson | CO-CEO | — |
| Gene Forest Pucci | CHIEF COMPLIANCE OFFICER | — |
| Matthew Toelke | WEALTH ADVISOR/ADVISOR TRANSITION SPECIALIST | — |
| Calum Moats Bashford | WEALTH ADVISOR | — |
| Christopher Max Rathman | NATIONAL DIRECTOR OF BRANCH DEVELOPMENT | — |
| Rebecca L Gadus | INVESTMENT ADVISOR REPRESENTATIVE | — |
| David Tyson Eubanks | INVESTMENT ADVISOR REPRESENTATIVE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/334779/brochure
- Similar advisers: https://search.stillhousedata.com/firm/334779/similar
- Related entities: https://search.stillhousedata.com/firm/334779/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/334779

---

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.