Investment adviser · CRD 158863
XCEL WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
HOLLY HILL, FL, United States · Form ADV filed Feb 19, 2026
- Regulatory AUM
- $498M Form ADV · Item 5.F
- Client accounts
- 844 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 79 | $389,536,512 | 78.2% |
| Individuals | 244 | $91,735,694 | 18.4% |
| Retirement plans | 11 | $16,656,029 | 3.3% |
Filing source
Form ADV 2047052 · Feb 19, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 19, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
101 2ND STREET, SUITE 402HOLLY HILL, FL, 32117, United States
CRD 158863
Filing source
Form ADV 2047052 · Feb 19, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.