Xtellus Advisors LLC
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Overview
Xtellus Advisors LLC operates as an advisory company headquartered in Miami, Florida. The firm manages $43.5 million in assets over five customer accounts. Xtellus Advisors LLC has a small group, including 3 financial advisors. Xtellus Advisors LLC is not a registered broker-dealer, signifying that the firm cannot buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer firm to do so. Securities are defined as tradable fiscal investments like bonds, stocks and options.
Xtellus Advisors LLC manages some of its client assets on a discretionary basis. Discretionary management is a structure in which an investment advisor makes buy and sell decisions for the client's account without needing the client's authorization. The firm also has three non-discretionary accounts totaling $15.6 million in assets under management. Xtellus Advisors LLC manages an average of $8.7 million in assets for each customer account. The typical financial advisor at Xtellus Advisors LLC administers about two client accounts, placing it among the most individualized advisor firms in the country.
The company's headquarters is located at 2665 S. Bayshore Drive, Miami, Florida 33133. It is registered to serve investors in the state of Florida.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Xtellus Advisors LLC by the Numbers
$43.5 million
3
5
$8.7 million
Fee Structure
Fees charged by financial advisors depend on the services offered. However, fees charged by Xtellus Advisors LLC most likely are comprised of any combination of the following fee structures: asset-based or performance-based. The firm does not participate in a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm works with pooled investment vehicles. Out of its five clients, Xtellus Advisors LLC's largest client group is pooled investment vehicles. About 50% of its accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Xtellus Advisors LLC does not have any disclosures.
Please visit its Form ADV for more details.
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