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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

XCELSIOR ADVISOR PARTNERS LLC

CRD 334779

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:abf74587-3922-80b1-3568-bfbaf1f7fe8e

Data as of Jul 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 36
Dated events: 6
On other graphs: 0
Observed: Feb 10, 2025 to Jul 24, 2026
11 observations

Right now

one signal names this record (all ria / wealth signals)

#1NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

3 advisors left Robert W. Baird & CO. Incorporated (Scottsdale, AZ) for Xcelsior Advisor Partners LLC on the same day

Dated 2026-08-17 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

XCELSIOR ADVISOR PARTNERS LLC · destination firm

Advisor Recruiting IntelligenceAug 17, 2026 · seen 6 days ago

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=0.69 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=8.0
Regulatory AUM: $651MItem 5.F on the latest filing (2026-07-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $651M
Private client RAUM: $447MderivedItem 5.D individuals plus high net worth individuals
Private client share: 69%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 22
RAUM per advisor: $29.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 15
Advisory employees: 13
Offices: 7Schedule D 1.F, beyond the principal office
Accounts: 1,065
Individual clients: 318
High net worth clients: 30
Custody, client assets: $23.3M
SEC number: 801-132014
CRD: 334779
Filings on the tape: 11
First filed: Feb 10, 2025
Latest filed: Jul 24, 2026
Organised: Limited Liability Company, DE
Website: xcelsiorpartners.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
Matthew Stephen Curley	n/a	DENVER, CO \| SCOTTSDALE, AZ	1	36	3	yes
Matthew Toelke	n/a	WHEAT RIDGE, CO \| SCOTTSDALE, AZ	1	11	3	no
CALUM MOATS BASHFORD	n/a	MORRISON, CO \| SCOTTSDALE, AZ	1	12	2	no
Joseph D Hardee	n/a	SCOTTSDALE, AZ \| MIAMI BEACH, FL	1	39	2	yes
Matteo Joseph Curley	n/a	CLEVELAND HEIGHTS, OH \| SCOTTSDALE, AZ	1	15	n/a	no
Gene Forest Pucci	n/a	SCOTTSDALE, AZ \| PHOENIX, AZ	1	25	5	yes
Rebecca L Gadus	n/a	FORT WORTH, TX \| SCOTTSDALE, AZ	1	26	3	yes
David Tyson Eubanks	Certified Financial Planner	KENNEDALE, TX \| SCOTTSDALE, AZ	1	18	2	yes
Peter Lisicky	Certified Financial Planner	SCOTTSDALE, AZ	0	16	1	yes
Thomas Matthew Glynn	n/a	SCOTTSDALE, AZ	0	43	2	yes
JAMES TIMOTHY CHANDLER	n/a	CARLSBAD, CA \| SCOTTSDALE, AZ	0	40	3	no
MARK ALLEN PETERSON	n/a	SCOTTSDALE, AZ	0	29	1	yes
Sheri Lynn Rhyan	n/a	SCOTTSDALE, AZ \| MINNETONKA, MN	0	27	5	yes
Jacob Andrew Duffy	n/a	SCOTTSDALE, AZ	0	25	1	yes
David E Mathias	n/a	SCOTTSDALE, AZ	0	17	4	yes
KATIE NULLINER	n/a	SCOTTSDALE, AZ	0	12	1	yes
Julie Anne Lafferty	n/a	SCOTTSDALE, AZ	0	10	1	yes
Cayden Anthony Brotz	n/a	SCOTTSDALE, AZ	0	10	1	yes
Nathan William Gunderson	Certified Financial Planner	SCOTTSDALE, AZ	0	10	1	yes
Todd Michael Reeg	Certified Financial Planner	SCOTTSDALE, AZ	0	27	3	yes
STANLEY MARK REEG	n/a	SCOTTSDALE, AZ \| DAVENPORT, IA	0	41	3	no
Tyler T Osterloo	n/a	SCOTTSDALE, AZ	0	10	1	yes

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
Curley, Matthew, Stephen	CO-CEO	Na	yes	01/2025	Jul 24, 2026	Jul 24, 2026
PETERSON, MARK, ALLEN	CO-CEO	C	yes	06/2025	Jul 24, 2026	Jul 24, 2026
Pucci, Gene, Forest	CHIEF COMPLIANCE OFFICER	Na	yes	12/2025	Jul 24, 2026	Jul 24, 2026
BASHFORD, CALUM, MOATS	WEALTH ADVISOR	Na	no	12/2025	Jul 24, 2026	Jul 24, 2026
Eubanks, David, Tyson	INVESTMENT ADVISOR REPRESENTATIVE	Na	no	12/2025	Jul 24, 2026	Jul 24, 2026
Gadus, Rebecca, L	INVESTMENT ADVISOR REPRESENTATIVE	Na	no	12/2025	Jul 24, 2026	Jul 24, 2026
JBO EXPLORATION LP	Shareholder	A	no	12/2025	Jul 24, 2026	Jul 24, 2026
RATHMAN, CHRISTOPHER, MAX	NATIONAL DIRECTOR OF BRANCH DEVELOPMENT	Na	no	12/2025	Jul 24, 2026	Jul 24, 2026
Toelke, Matthew	WEALTH ADVISOR/ADVISOR TRANSITION SPECIALIST	Na	no	12/2025	Jul 24, 2026	Jul 24, 2026

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; showing 2 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 23, 2026	$651M	$651M	15	13	7	n/a	n/a
2024	Apr 24, 2025	$109M	$109M	4	4	2	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
14	0	14	0.0%	4	0	0	21	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	$651M	$109M	494.3%	n/a	n/a	15	4	7	2

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ROBERT W. BAIRD & CO. INCORPORATED	3	Aug 17, 2026	Aug 26, 2026	SCOTTSDALE, AZ	Team lift out	RIA to RIA	0.1%
ROBERT W. BAIRD & CO. INCORPORATED	3	Apr 28, 2026	May 14, 2026	SCOTTSDALE, AZ	Team lift out	RIA to RIA	0.1%
EXCELSIOR WEALTH MANAGEMENT LLC	2	Nov 17, 2025	Mar 10, 2025	CHICAGO, IL	Team lift out	RIA to RIA	66.7%
ROBERT W. BAIRD & CO. INCORPORATED	2	Oct 28, 2025	Oct 20, 2025	SCOTTSDALE, AZ	Team lift out	RIA to RIA	0.1%
ROBERT W. BAIRD & CO. INCORPORATED	2	Aug 25, 2025	Aug 16, 2025	FORT WORTH, TX	Team lift out	RIA to RIA	0.1%

Relationships

Registered with (22)

← Tyler T OsterlooAdvisorregistration: current employment
Aug 26, 2026 to presentfactForm ADV
← STANLEY MARK REEGAdvisorregistration: current employment
Jul 28, 2026 to presentfactForm ADV
← Todd Michael ReegAdvisorregistration: current employment
Jul 27, 2026 to presentfactForm ADV
← Nathan William GundersonAdvisorregistration: current employment
Jul 24, 2026 to presentfactForm ADV
← Cayden Anthony BrotzAdvisorregistration: current employment
May 20, 2026 to presentfactForm ADV
← Julie Anne LaffertyAdvisorregistration: current employment
May 14, 2026 to presentfactForm ADV
← KATIE NULLINERAdvisorregistration: current employment
May 4, 2026 to presentfactForm ADV
← Jacob Andrew DuffyAdvisorregistration: current employment
Apr 23, 2026 to presentfactForm ADV
← David E MathiasAdvisorregistration: current employment
Apr 23, 2026 to presentfactForm ADV
← Sheri Lynn RhyanAdvisorregistration: current employment
Apr 15, 2026 to presentfactForm ADV
← MARK ALLEN PETERSONAdvisorregistration: current employment
Jan 6, 2026 to presentfactForm ADV
← JAMES TIMOTHY CHANDLERAdvisorregistration: current employment
Dec 24, 2025 to presentfactForm ADV
← Thomas Matthew GlynnAdvisorregistration: current employment
Oct 20, 2025 to presentfactForm ADV
← Peter LisickyAdvisorregistration: current employment
Oct 17, 2025 to presentfactForm ADV
← David Tyson EubanksAdvisorregistration: current employment
Aug 16, 2025 to presentfactForm ADV
← Rebecca L GadusAdvisorregistration: current employment
Aug 15, 2025 to presentfactForm ADV
← Gene Forest PucciAdvisorregistration: current employment
Jun 23, 2025 to presentfactForm ADV
← Matteo Joseph CurleyAdvisorregistration: current employment
Jun 19, 2025 to presentfactForm ADV
← Joseph D HardeeAdvisorregistration: current employment
Mar 13, 2025 to presentfactForm ADV
← Matthew Stephen CurleyAdvisorregistration: current employment
Mar 10, 2025 to presentfactForm ADV
← Matthew ToelkeAdvisorregistration: current employment
Mar 10, 2025 to presentfactForm ADV
← CALUM MOATS BASHFORDAdvisorregistration: current employment
Mar 10, 2025 to presentfactForm ADV

Owns (6)

← BASHFORD, CALUM, MOATSOwnerWEALTH ADVISOR, ownership code NA, individual
Jul 24, 2026 to presentfactForm ADV
← JBO EXPLORATION LPOwnerSHAREHOLDER, ownership code A, domestic entity
Jul 24, 2026 to presentfactForm ADV
← Toelke, MatthewOwnerWEALTH ADVISOR/ADVISOR TRANSITION SPECIALIST, ownership code NA, individual
Jul 24, 2026 to presentfactForm ADV
← Eubanks, David, TysonOwnerINVESTMENT ADVISOR REPRESENTATIVE, ownership code NA, individual
Jul 24, 2026 to presentfactForm ADV
← RATHMAN, CHRISTOPHER, MAXOwnerNATIONAL DIRECTOR OF BRANCH DEVELOPMENT, ownership code NA, individual
Jul 24, 2026 to presentfactForm ADV
← Gadus, Rebecca, LOwnerINVESTMENT ADVISOR REPRESENTATIVE, ownership code NA, individual
Jul 24, 2026 to presentfactForm ADV

Controls (3)

← Pucci, Gene, ForestOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jul 24, 2026 to presentfactForm ADV
← PETERSON, MARK, ALLENOwnerCO-CEO, ownership code C, individual
Jul 24, 2026 to presentfactForm ADV
← Curley, Matthew, StephenOwnerCO-CEO, ownership code NA, individual
Jul 24, 2026 to presentfactForm ADV

Moved with (2)

← ROBERT W. BAIRD & CO. INCORPORATEDRegistered adviser3 advisors, team lift out, same day
Aug 17, 2026 to Aug 26, 2026factForm ADV
← EXCELSIOR WEALTH MANAGEMENT LLCRegistered adviser2 advisors, team lift out, same day
Nov 17, 2025 to Mar 10, 2025factForm ADV

Dated events

Occurred
Aug 17, 2026
Team lift-out
3 advisors left Robert W. Baird & CO. Incorporated (Scottsdale, AZ) for Xcelsior Advisor Partners LLC on the same day
Form ADVobserved 6 days ago
3 advisors
Occurred
Apr 28, 2026
Team lift-out
4 advisors left Robert W. Baird & CO. Incorporated (Scottsdale, AZ) for Xcelsior Advisor Partners LLC on the same day
Form ADVobserved 6 days ago
4 advisors
Occurred
Mar 27, 2026
Regulatory AUM changed
Xcelsior Advisor Partners Llc reported RAUM $650.7M, up 334% from $150.0M (2026-01-02 to 2026-03-27)
Form ADVobserved 6 days ago
$501M
Occurred
Nov 17, 2025
Team lift-out
2 advisors left Excelsior Wealth Management LLC (Chicago, IL) for Xcelsior Advisor Partners LLC on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
Oct 28, 2025
Team lift-out
2 advisors left Robert W. Baird & CO. Incorporated (Scottsdale, AZ) for Xcelsior Advisor Partners LLC on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
Aug 25, 2025
Team lift-out
2 advisors left Robert W. Baird & CO. Incorporated (Fort Worth, TX) for Xcelsior Advisor Partners LLC on the same day
Form ADVobserved 6 days ago
2 advisors

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:abf74587-3922-80b1-3568-bfbaf1f7fe8e
First observed: Feb 10, 2025
Last observed: Jul 24, 2026 59 days 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.

XCELSIOR ADVISOR PARTNERS LLC

CRD 334779

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:abf74587-3922-80b1-3568-bfbaf1f7fe8e

Data as of Jul 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:48 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Matthew Stephen Curley

n/a

DENVER, CO | SCOTTSDALE, AZ

yes

Matthew Toelke

n/a

WHEAT RIDGE, CO | SCOTTSDALE, AZ

CALUM MOATS BASHFORD

n/a

MORRISON, CO | SCOTTSDALE, AZ

Joseph D Hardee

n/a

SCOTTSDALE, AZ | MIAMI BEACH, FL

yes

Matteo Joseph Curley

n/a

CLEVELAND HEIGHTS, OH | SCOTTSDALE, AZ

n/a

Gene Forest Pucci

n/a

SCOTTSDALE, AZ | PHOENIX, AZ

yes

Rebecca L Gadus

n/a

FORT WORTH, TX | SCOTTSDALE, AZ

yes

David Tyson Eubanks

Certified Financial Planner

KENNEDALE, TX | SCOTTSDALE, AZ

yes

Peter Lisicky

Certified Financial Planner

SCOTTSDALE, AZ

yes

Thomas Matthew Glynn

n/a

SCOTTSDALE, AZ

yes

JAMES TIMOTHY CHANDLER

n/a

CARLSBAD, CA | SCOTTSDALE, AZ

MARK ALLEN PETERSON

n/a

SCOTTSDALE, AZ

yes

Sheri Lynn Rhyan

n/a

SCOTTSDALE, AZ | MINNETONKA, MN

yes

Jacob Andrew Duffy

n/a

SCOTTSDALE, AZ

yes

David E Mathias

n/a

SCOTTSDALE, AZ

yes

KATIE NULLINER

n/a

SCOTTSDALE, AZ

yes

Julie Anne Lafferty

n/a

SCOTTSDALE, AZ

yes

Cayden Anthony Brotz

n/a

SCOTTSDALE, AZ

yes

Nathan William Gunderson

Certified Financial Planner

SCOTTSDALE, AZ

yes

Todd Michael Reeg

Certified Financial Planner

SCOTTSDALE, AZ

yes

STANLEY MARK REEG

n/a

SCOTTSDALE, AZ | DAVENPORT, IA

Tyler T Osterloo

n/a

SCOTTSDALE, AZ

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Curley, Matthew, Stephen

CO-CEO

yes

01/2025

Jul 24, 2026

PETERSON, MARK, ALLEN

CO-CEO

yes

06/2025

Jul 24, 2026

Pucci, Gene, Forest

CHIEF COMPLIANCE OFFICER

yes

12/2025

Jul 24, 2026

BASHFORD, CALUM, MOATS

WEALTH ADVISOR

12/2025

Jul 24, 2026

Eubanks, David, Tyson

INVESTMENT ADVISOR REPRESENTATIVE

12/2025

Jul 24, 2026

Gadus, Rebecca, L

INVESTMENT ADVISOR REPRESENTATIVE

12/2025

Jul 24, 2026

JBO EXPLORATION LP

Shareholder

12/2025

Jul 24, 2026

RATHMAN, CHRISTOPHER, MAX

NATIONAL DIRECTOR OF BRANCH DEVELOPMENT

12/2025

Jul 24, 2026

Toelke, Matthew

WEALTH ADVISOR/ADVISOR TRANSITION SPECIALIST

12/2025

Jul 24, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 23, 2026

$651M

n/a

2024

Apr 24, 2025

$109M

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

$651M

$109M

494.3%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ROBERT W. BAIRD & CO. INCORPORATED

Aug 17, 2026

Aug 26, 2026

SCOTTSDALE, AZ

Team lift out

RIA to RIA

0.1%

ROBERT W. BAIRD & CO. INCORPORATED

Apr 28, 2026

May 14, 2026

SCOTTSDALE, AZ

Team lift out

RIA to RIA

0.1%

EXCELSIOR WEALTH MANAGEMENT LLC

Nov 17, 2025

Mar 10, 2025

CHICAGO, IL

Team lift out

RIA to RIA

66.7%

ROBERT W. BAIRD & CO. INCORPORATED

Oct 28, 2025

Oct 20, 2025

SCOTTSDALE, AZ

Team lift out

RIA to RIA

0.1%

ROBERT W. BAIRD & CO. INCORPORATED

Aug 25, 2025

Aug 16, 2025

FORT WORTH, TX

Team lift out

RIA to RIA

0.1%