RIA Intel›Advisers›Illinois›XCEED CAPITAL MANAGEMENT, LLC

XCEED CAPITAL MANAGEMENT, LLC

Advisory

CHICAGO, IL

Data as of Mar 18, 2026 · Source: SEC Form ADV

Rank in IL

#1,029

of 1,719 advisers by AUM

Average account

$465K

across 195 accounts

AUM per adviser

$23M

4 advisers

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM

$91M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$91M

Discretionary AUM$90M

Non-Discretionary AUM$936K

Discretionary %99%

Total Clients196

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, IL, IN, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

196 clients

51 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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