Be advised. This firm is no longer registered.

Excelsia, Inc.

Excelsia, Inc. (CRD# 125320) is a financial advisory firm headquartered in Savannah, GA. They manage $147,679,100 in 73 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
24 Drayton St., Suite 501, Savannah, GA 31401
By the Numbers
  • Total Assets Under Management
    148
    MILLION
  • Total Number of Accounts
    73
    ACCOUNTS
  • Average Account Value
    $2,023,001
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA, NC, TX

Financial Advisors at Excelsia, Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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