Xception Family Office
Xception Family Office is an SEC-registered wealth manager in Atlanta, GA with $189.3M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Xception Family Office: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 338122, SEC 801-134430, data through 2026-05-27.
- AUM (assets under management / regulatory AUM)
- $189.3M (2026-05-27)
- Firm type
- Wealth Manager
- Location
- Atlanta, GA
- Employees
- 5
- Clients
- 28
- CRD
- 338122
- Ownership
- Callahan, Michael, Patrick; XCEPTION FAMILY OFFICE HOLDINGS, LLC; XCEPTION ADVISORY GROUP, LLC; HABER, CORT, ALAN; Haber, Cort, Alan
How much AUM does Xception Family Office have?
Xception Family Office reported $189.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-27).
Who owns Xception Family Office?
Disclosed owners and executives of Xception Family Office include Callahan, Michael, Patrick, XCEPTION FAMILY OFFICE HOLDINGS, LLC, XCEPTION ADVISORY GROUP, LLC, HABER, CORT, ALAN, Haber, Cort, Alan. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.