RIA Intel›Advisers›Georgia›EXCELSIA, INC.

EXCELSIA, INC.

Advisory

N·SAVANNAH, GA

Data as of Feb 14, 2015 · Source: SEC Form ADV

Total AUM

$123M

1-Year AUM Growth

-16.7%

3-Year CAGR

-4.8%

Employees

1

Assets Under Management

Total AUM$123M

Discretionary AUM$123M

Non-Discretionary AUM$100K

Discretionary %99.9%

Total Clients—

Team

Total Employees1

Investment Advisers4

Employee Growth (1Y)—

Filing History

Total Filings on Record32

First FilingFeb 5, 2003

Latest FilingFeb 14, 2015

🔒 Full AUM trend chart and 32 historical filings spanning 12+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on EXCELSIA, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.