# XCEPTION ADVISORY SERVICES, LLC

XCEPTION ADVISORY SERVICES, LLC of ATLANTA, GA is an SEC-registered investment adviser.

## Registration

- CRD: 338122
- Type: SEC-registered investment adviser
- SEC file number: 801-134430
- 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

## Business model

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

## Officers, owners & control persons (2)

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


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/338122/brochure
- Similar advisers: https://search.stillhousedata.com/firm/338122/similar
- Related entities: https://search.stillhousedata.com/firm/338122/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/338122

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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.