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Xception Family Office
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$189,340,109
Clients
28
93% high-net worth
Advisors
1
of 5 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
28
LowAverage account size
$6,762,147
About
Xception Family Office provides wealth management and financial planning primarily to high‑net‑worth individuals and families, along with trusts and corporations. Its services include discretionary portfolio management, comprehensive planning (tax, estate, retirement, insurance), manager due‑diligence and selection, and access to alternative and privately placed investments; the firm generally charges percentage‑of‑AUM advisory fees.
The firm’s investment approach is tailored to each client and emphasizes asset‑allocation as the primary driver of long‑term returns, combining passive ETFs with active third‑party managers selected through quantitative and qualitative due diligence. Xception uses ten‑year forward capital market assumptions, monitors portfolios continuously, and may incorporate alternatives, structured products, and options for hedging or diversification while often implementing decisions on a discretionary basis.
Noteworthy distinctions include formal affiliations disclosed in the brochure — attorney activities handled through Kan & Clark LLP and related business ties with a FINRA‑registered broker‑dealer and a state‑registered investment adviser — which are uncommon among peers. The firm also manages roughly $189 million for about 28 clients with a single advisory team member, reflecting a concentrated, HNW‑focused client base and occasional trustee roles and capital‑call assistance for private investments.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Private / alternative investments
Options & derivatives strategies
Concentrated stock management
Real estate investing
Occupation focus
Founder/Business Owner
Executive
Fee options
Retainer or service fees for financial planning and consulting services may be charged where applicable and disclosed in writing.
$0 - $5,000,000: Not explicitly stated, but fees vary between 0.35% and 1.00% annually $5,000,000+: 0.35% to 1.00% annually, exact fee negotiated case-by-case
Account minimum: $5,000,000 Fee-only: Annual asset management fees generally between 0.35% and 1.00% of assets under management; financial planning and consulting retainers or service fees may also be charged and will be disclosed in writing.
Main office location
Xception Family Office
2200 Century Parkway Ne, Suite 750
Atlanta GA 30345, United States
Number of offices
1
Most active in
Xception Family Office has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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