XCEPTION ADVISORY SERVICES, LLC

XCEPTION ADVISORY SERVICES, LLC of ATLANTA, GA is an SEC-registered investment adviser (CRD 338122). Regulatory assets under management: $189.3M.

Registration

CRD: 338122
SEC file number: 801-134430
Type: Registered investment adviser
Location: 5901 PEACHTREE DUNWOODY RD, BUILDING C, SUITE 160, ATLANTA, GA, 30328
Phone: 404-524-7900
Latest filing: 2026-05-27
Regulatory AUM: $189.3M
Discretionary AUM: $189.3M
Clients: 5
Accounts: 28

Compensation: % of AUM, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

Name	Role	Location
Cort Alan Haber	CCO; MEMBER; OWNER	—
Michael Patrick Callahan	CHIEF EXECUTIVE OFFICE; CHIEF EXECUTIVE OFFICER; MEMBER (+1 more)	—