Xception Family Office is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated April 23, 2026, reports $189M in regulatory assets under management, 5 employees, and 28 accounts.
Assets Under Management
$189M
Employees
5
Offices
--
Total Clients
28
Primary office
ATLANTA, GA
2200 CENTURY PARKWAY NE, SUITE 750, ATLANTA, GA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 92.9% of total clients.
Top client categories% of clientsClients
1
HNWI
92.9%
26
2
Individuals
7.1%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$189Mas of April 23, 2026
Discretionary100.0%
$189M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$189M
Total Accounts28
10Y AUM Change+$189M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee6:1
10Y Employee Change+1 (+25.0%)
* 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.