Xcelsior Advisor Partners provides financial planning and portfolio management for individuals and small businesses.
Xcelsior Advisor Partners reports 1,501 clients. They include 1,319 individual clients, 131 high-net-worth individuals, and 51 corporations and other businesses. Of its assets, 100.0% ($2.51B across 4,746 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 88% | 66% |
| High-net-worth individuals | 9% | 22% |
| Corporations and other businesses | 3% | 11% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,319 | $1.67B | 66.3% | $1.26M |
| High-net-worth individuals | 131 | $563M | 22.4% | $4.29M |
| Corporations and other businesses | 51 | $283M | 11.3% | $5.55M |
| Total | 1,501 | $2.51B | 100% | $1.67M |
- Clients
- 1,319
- Regulatory AUM
- $1.67B
- AUM share
- 66.3%
- Avg. per client
- $1.26M
- Clients
- 131
- Regulatory AUM
- $563M
- AUM share
- 22.4%
- Avg. per client
- $4.29M
- Clients
- 51
- Regulatory AUM
- $283M
- AUM share
- 11.3%
- Avg. per client
- $5.55M
Total
- Clients
- 1,501
- Regulatory AUM
- $2.51B
- AUM share
- 100%
- Avg. per client
- $1.67M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Xcelsior Advisor Partners is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Financial planning is charged as a fixed fee that does not exceed $5,000, or at an hourly rate of up to $300 per hour, negotiable at the Adviser's discretion.
Mark Peterson owns 25% to 50% of Xcelsior Advisor Partners. The leadership team of Xcelsior Advisor Partners includes Chief Compliance Officer Gene Pucci. It has 25 employees, 22 of them in advisory roles.
Leadership
- Gene PucciChief Compliance Officer
- Calum BashfordWealth Advisor
- Matthew CurleyCo-CEO
- David EubanksInvestment Advisor Representative
- Rebecca GadusInvestment Advisor Representative
- Mark PetersonCo-CEO
- Christopher RathmanNational Director of Branch Development
- Matthew ToelkeWealth Advisor/Advisor Transition Specialist
Investment adviser representatives
21 representatives listed in the SEC register as of 9 October 2026.
- Calum Moats Bashford
- Cayden Anthony Brotz
- James Timothy Chandler
- Matteo Joseph Curley
- Matthew Stephen Curley
- Jacob Andrew Duffy
- David Tyson Eubanks
- Rebecca L Gadus
- Thomas Matthew Glynn
- Nathan William Gunderson
- Joseph D Hardee
- Julie Anne Lafferty
- Peter Lisicky
- David E Mathias
- Katie Nulliner
- Tyler T Osterloo
- Mark Allen Peterson
- Gene Forest Pucci
- Stanley Mark Reeg
- Todd Michael Reeg
- Sheri Lynn Rhyan
Staff
- 25 employees
- 22 in advisory functions
- 22 state-registered reps
- 9 broker-dealer reps
- 8 insurance agents
- Owns 25% to 50% of Xcelsior Advisor Partners LLC
Mark Peterson
Control person · since June 2025
- Owns 25% to 50% of Xcelsior Advisor Partners LLC
Matthew Curley Revocable Living Trust Dated March 31, 2020
Control person · since March 2020
- Owns 25% to 50% of Matthew Curley Revocable Living Trust Dated March 31, 2020
Matthew Curley
Control person · since January 2025
- Owns 5% to 10% of Xcelsior Advisor Partners LLC
Jbo Exploration LP
since December 2025
Xcelsior Advisor Partners’ regulatory assets grew 16.7× from $150M (May 2025) to $2.51B (September 2026); clients rose from 78 to 1,501 and employees from 4 to 25.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $2.51B | 1,501 | 25 | 8 |
| May 2025 | $150M | 78 | 4 | 2 |
Besides its headquarters, Xcelsior Advisor Partners has 7 offices (2 private residences, listed without an address), with 6 listed addresses across 5 states.
Arizona · 2 listed addresses
- 14624 Scottsdale RD, Suite 195, ScottsdaleHQ
- 14624 Scottsdale Road, Scottsdale
Colorado · 1 listed address
- 201 Columbine St, Denver
Florida · 1 listed address
- 1111 Lincoln Road, Miami Beach
Minnesota · 1 listed address
- 601 Carlson Parkway, Minnetonka
Texas · 1 listed address
- 801 Cherry Street, Fort Worth
Other business names
Xcelsior Advisor Partners has reported 7 other business names to the SEC.
- BV Private Wealth
- Duffy Mathias Private Wealth
- Eagle Rock Wealth Management
- Joe Hardee Investment Management LLC
- Reeg Private Wealth LLC
- Vista Wealth Management of Scottsdale, LLC
- Xcelsior Private Wealth LLC
Contact and registration details
- Legal name
- Xcelsior Advisor Partners LLC
- Headquarters
- 14624 Scottsdale RD, Suite 195, Scottsdale, AZ 85254
- Website
- xcelsiorpartners.com
- Phone
- 480-866-8616
- @xcelsior-advisor-partners
- SEC file
- 801-132014
- Structure
- Delaware LLC
- Fiscal year end
- December
Xcelsior Advisor Partners uses Fidelity ($2.28B, 92%) and Charles Schwab ($198M, 8%) as custodians for its separately managed accounts. Xcelsior Advisor Partners has custody of $661M in client assets for 820 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $198M8%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $2.28B92%
At year end, Xcelsior Advisor Partners’ separately managed accounts were largely in stocks (45%) and funds (35%). Its reported 13F holdings for the quarter ended 30 June 2026 total $759M across 453 positions; the largest are First Finl Bankshares Inc. (4.4%), Apple Inc. (3.0%) and Nvidia Corporation (2.8%).
What the accounts hold
- Stocks45%
- Funds35%
- Registered funds33%
- Pooled vehicles2%
- Bonds10%
- U.S. government and agency bonds8%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash9%
- Other1%
- Annuites, gold etfs, alternative investments1%
Reported 13F holdings
- $759M
- Reported 13F value
- 453
- Positions
- 22.9%
- In the 10 largest
- +188.9%
- Value vs. prior quarter
- First Finl Bankshares Inc.4.4%
- Apple Inc.3.0%
- Nvidia Corporation2.8%
- Microsoft Corp.2.5%
- First TR Exchange-traded FD2.4%
- Amazon Com Inc.2.0%
- Vanguard Tax-managed Fds · Van FTSE Dev Mkt1.8%
- iShares Gold TR · iShares New1.4%
- Targa Res Corp.1.4%
- Abbvie Inc.1.3%
Together, the ten largest are 22.9% of reported value.
How many clients does Xcelsior Advisor Partners have?
Xcelsior Advisor Partners has 1,501 clients and manages $2.51 billion for them, as of September 2026. They include 1,319 individual clients, 131 high-net-worth individuals, and 51 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 September 2026
What services does Xcelsior Advisor Partners offer?
Xcelsior Advisor Partners provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Xcelsior Advisor Partners use?
Xcelsior Advisor Partners’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $2.28B and Charles Schwab & Co., Inc. (Westlake, TX), with $198M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 September 2026
How many financial advisors does Xcelsior Advisor Partners have?
Xcelsior Advisor Partners has 22 investment adviser representatives registered with state securities authorities, out of 25 employees, and 22 perform investment advisory functions. 9 employees are registered representatives of a broker-dealer and 8 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Xcelsior Advisor Partners invest in?
At the end of its last fiscal year, Xcelsior Advisor Partners’ separately managed accounts held 45% exchange-traded equities, 33% registered funds (mutual funds, ETFs, BDCs), 9% cash and equivalents, 8% U.S. government and agency bonds, 2% pooled vehicles (private funds and similar), 1% state and local bonds, 1% investment grade corporate bonds and 1% other. The 1% other category is described as: Annuites, Gold Etfs, Alternative Investments.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Xcelsior Advisor Partners?
Xcelsior Advisor Partners is owned through a trust by Matthew Curley. Its direct owners are Mark Peterson, Matthew Curley Revocable Living Trust Dated March 31, 2020 and Jbo Exploration LP, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 27 September 2026
How does Xcelsior Advisor Partners get paid?
Xcelsior Advisor Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Xcelsior Advisor Partners registered with the SEC?
Yes, Xcelsior Advisor Partners has been registered with the SEC as an investment adviser since 4 March 2025. Its CRD number is 334779 and its SEC file number is 801-132014.
Source: Form ADV Part 1A, Item 1, filed 27 September 2026; IAPD firm record
How do I contact Xcelsior Advisor Partners?
Xcelsior Advisor Partners’ main office is at 14624 Scottsdale RD, Suite 195, Scottsdale, AZ 85254. Its phone number is 480-866-8616. Its website is xcelsiorpartners.com.