Overview
Assets Under Management: $139 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 19
Average Client Assets: $7 million
Frequently Asked Questions
XCEPTION FAMILY OFFICE is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #338122), XCEPTION FAMILY OFFICE is subject to fiduciary duty under federal law.
XCEPTION FAMILY OFFICE is headquartered in ATLANTA, GA.
XCEPTION FAMILY OFFICE serves 19 high-net-worth clients according to their SEC filing dated January 22, 2026. View client details ↓
According to their SEC Form ADV, XCEPTION FAMILY OFFICE offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
XCEPTION FAMILY OFFICE manages $139 million in client assets according to their SEC filing dated January 22, 2026.
According to their SEC Form ADV, XCEPTION FAMILY OFFICE serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 19
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $7 million
Total Client Accounts: 165
Discretionary Accounts: 165
Regulatory Filings
CRD Number: 338122
Filing ID: 2044213
Last Filing Date: 2026-01-22 22:30:41