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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

EXCELSIOR INVESTORS

INTELLIGENT FINANCIAL STRATEGIES, LLC, CRD 108048

EXCELSIOR, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7631bd15-3616-a2f8-234f-e52c5008d64b

Data as of Jan 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Feb 28, 2012 to Jan 23, 2026
29 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $242MItem 5.F on the latest filing (2026-01-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $242M
Private client RAUM: $239MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $242Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 326
Individual clients: 33
High net worth clients: 72
Custody, client assets: $12.2M
SEC number: 801-57626
CIK: 1911000
CRD: 108048
Filings on the tape: 29
First filed: Feb 28, 2012
Latest filed: Jan 23, 2026
Organised: Limited Liability Company, MN
Website: excelsiorinvestors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JASON PATRICK GOOD	Certified Financial Planner\|Chartered Financial Analyst	EXCELSIOR, MN	12	18	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
GOOD, JASON, PATRICK	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	yes	05/2010	Feb 28, 2012	Sep 26, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Jan 23, 2026	$242M	$242M	2	1	0	n/a	n/a
2024	Feb 5, 2025	$219M	$219M	2	1	0	n/a	n/a
2023	Feb 10, 2024	$182M	$182M	2	1	0	n/a	n/a
2022	Feb 8, 2023	$160M	$160M	2	1	0	n/a	n/a
2021	Jan 23, 2022	$176M	$162M	2	1	0	n/a	n/a
2020	Jan 19, 2021	$150M	$135M	2	1	0	n/a	n/a
2019	Jan 20, 2020	$135M	$117M	2	1	0	n/a	n/a
2018	Jan 29, 2019	$118M	$102M	2	1	0	n/a	n/a
2017	Jan 31, 2018	$126M	$109M	2	1	0	n/a	n/a
2016	Mar 9, 2017	$170M	$153M	2	1	n/a	n/a	n/a
2015	Mar 7, 2016	$154M	$138M	2	1	n/a	n/a	n/a
2014	Feb 24, 2015	$154M	$137M	2	1	n/a	n/a	n/a
2013	Feb 24, 2014	$161M	$143M	4	2	n/a	n/a	n/a
2012	Feb 20, 2013	$132M	$115M	3	2	n/a	n/a	n/a
2011	Feb 28, 2012	$110M	$88.0M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$242M	$219M	10.4%	$160M	14.7%	2	2	0	0

Relationships

Registered with (2)

← JASON PATRICK GOODAdvisorregistration: current employment
Nov 1, 2013 to presentfactForm ADV
← JOSEPH DANIEL PITZLAdvisorregistration: previous registration
Nov 4, 2013 to Jul 3, 2014factForm ADV

Controls (1)

← GOOD, JASON, PATRICKOwnerMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Feb 28, 2012 to Sep 26, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7631bd15-3616-a2f8-234f-e52c5008d64b
First observed: Feb 28, 2012
Last observed: Jan 23, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

EXCELSIOR INVESTORS

INTELLIGENT FINANCIAL STRATEGIES, LLC, CRD 108048

EXCELSIOR, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7631bd15-3616-a2f8-234f-e52c5008d64b

Data as of Jan 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:22 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JASON PATRICK GOOD

Certified Financial Planner|Chartered Financial Analyst

EXCELSIOR, MN

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GOOD, JASON, PATRICK

MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

yes

05/2010

Feb 28, 2012

Sep 26, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Jan 23, 2026

$242M

n/a

2024

Feb 5, 2025

$219M

n/a

2023

Feb 10, 2024

$182M

n/a

2022

Feb 8, 2023

$160M

n/a

2021

Jan 23, 2022

$176M

$162M

n/a

2020

Jan 19, 2021

$150M

$135M

n/a

2019

Jan 20, 2020

$135M

$117M

n/a

2018

Jan 29, 2019

$118M

$102M

n/a

2017

Jan 31, 2018

$126M

$109M

n/a

2016

Mar 9, 2017

$170M

$153M

n/a

2015

Mar 7, 2016

$154M

$138M

n/a

2014

Feb 24, 2015

$154M

$137M

n/a

2013

Feb 24, 2014

$161M

$143M

n/a

2012

Feb 20, 2013

$132M

$115M

n/a

2011

Feb 28, 2012

$110M

$88.0M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$242M

$219M

10.4%

$160M

14.7%