HOLLY HILL, FLCRD 158863Latest ADV February 19, 2026
Xcel Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Holly Hill, FL. Its latest Form ADV filing, dated February 19, 2026, reports $498M in regulatory assets under management, 4 employees, and 844 accounts.
Assets Under Management
$498M
Employees
4
Offices
--
Total Clients
334
Primary office
HOLLY HILL, FL
101 2ND STREET, SUITE 402, HOLLY HILL, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 73.1% of total clients.
Top client categories% of clientsClients
1
Individuals
73.1%
244
2
HNWI
23.7%
79
3
Pension Plans
3.3%
11
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$498Mas of February 19, 2026
Discretionary96.7%
$481M
97% of total RAUM96.7%
Non-discretionary3.3%
$17M
3% of total RAUM3.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$498M
Total Accounts844
10Y AUM Change+$376M (+309.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee84:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.