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XCEPTION FAMILY OFFICE

XCEPTION ADVISORY SERVICES, LLC

CRD 338122 · SEC 801-134430

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5901 PEACHTREE DUNWOODY RD, BUILDING C, SUITE 160, ATLANTA, GA, 30328, United States

Phone

404-524-7900

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$189.3M

Discretionary AUM

$189.3M

Team

5 total employees; 3 advisory reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees; RETAINER OR SERVICE FEES OR SOME COMBINATION OF 1 , 4 AND 7

Org form

Limited Liability Company

Filing date

2026-05-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals2$1.0M
High net worth individuals26$188.3M

States served

GA

All web addresses on file

Official SEC filing: View on IAPD