Xcelsior Advisor Partners LLC

CRD 334779 · $650.7M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 334779
SEC number: 801-132014
Firm type: RIA
Assets under management: $650.7M as of Jun 15, 2026
Website: xcelsiorpartners.com ↗
Phone: 480-866-8616
Address: Not yet retrieved from the source record

Advisors at this firm

18 in our index · page 1 of 1

Calum Moats BashfordCRD 7539024 · Morrison, CO

IA RegisteredRegistration inactive
Cayden Anthony BrotzCRD 7573908 · Scottsdale, AZ

IA RegisteredBroker
James Timothy ChandlerCRD 1405857 · Carlsbad, CA

IA RegisteredRegistration inactive

Disclosure event(s) on record
Matteo Joseph CurleyCRD 7128342 · Cleveland Heights, OH

IA Registered
Matthew Stephen CurleyCRD 1856721 · Denver, CO

IA RegisteredBroker
Jacob Andrew DuffyCRD 4201708 · Scottsdale, AZ

IA RegisteredBroker
David Tyson EubanksCRD 5160658 · Kennedale, TX

IA RegisteredBroker

Disclosure event(s) on record
Rebecca L GadusCRD 2985073 · Fort Worth, TX

IA RegisteredBroker
Thomas Matthew GlynnCRD 1162403 · Scottsdale, AZ

IA RegisteredBroker
Joseph D HardeeCRD 1688245 · Miami Beach, FL

IA RegisteredBroker
Julie Anne LaffertyCRD 6895970 · Scottsdale, AZ

IA RegisteredBroker
Peter LisickyCRD 5783921 · Scottsdale, AZ

IA RegisteredBroker
David E MathiasCRD 5394836 · Scottsdale, AZ

IA RegisteredBroker
Katie NullinerCRD 7522498 · Scottsdale, AZ

IA RegisteredBroker
Mark Allen PetersonCRD 2812506 · Scottsdale, AZ

IA RegisteredBroker

Disclosure event(s) on record
Gene Forest PucciCRD 2507378 · Phoenix, AZ

IA RegisteredBroker
Sheri Lynn RhyanCRD 3155811 · Minnetonka, MN

IA RegisteredBroker
Matthew ToelkeCRD 6422500 · Wheat Ridge, CO

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 334779 ↗ FINRA BrokerCheck record for firm CRD 334779 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.