EXCELSIA, INC.
CRD #125320 SEC #801-61798 SAVANNAH, GA 912-598-4032
SEC Registered
Total AUM
$162.1M
Discretionary
$160.2M
Employees
5
Clients
--
Accounts
73
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2015 | $123M | $122.9M | $100.4K | 4 | 26 |
| Oct 2014 | $147.7M | $145.5M | $2.2M | 4 | 26 |
| Jul 2014 | $147.7M | $145.5M | $2.2M | 4 | 26 |
| Feb 2014 | $147.7M | $145.5M | $2.2M | 4 | 26 |
| Oct 2013 | $162.1M | $160.2M | $1.9M | 5 | 26 |
| Mar 2013 | $162.1M | $160.2M | $1.9M | 5 | 26 |
| Jan 2013 | $141.9M | $139.8M | $2.2M | 4 | 26 |
| Aug 2012 | $141.9M | $139.8M | $2.2M | 1 | 26 |
| Mar 2012 | $141.9M | $139.8M | $2.2M | 1 | 26 |
| Aug 2011 | $153.9M | $151.4M | $2.5M | 5 | -- |
| Nov 2010 | $172M | $170M | $2M | 5 | -- |
| Oct 2010 | $172M | $170M | $2M | 5 | -- |
| Mar 2010 | $172M | $170M | $2M | 5 | -- |
| Feb 2009 | $145.2M | $143.6M | $1.7M | 5 | -- |
| Jan 2008 | $184M | $181.4M | $2.6M | 5 | -- |
| Sep 2007 | $175M | $175M | $0 | 5 | -- |
| Feb 2007 | $175M | $175M | $0 | 5 | -- |
| Mar 2006 | $165M | $165M | $0 | 5 | -- |
| Jan 2005 | $200M | $200M | $0 | 5 | -- |
| Apr 2004 | $200M | $200M | $0 | 5 | -- |
| Mar 2004 | $200M | $200M | $0 | 5 | -- |
DateFeb 2015
Total AUM$123M
Discretionary$122.9M
Non-Disc.$100.4K
Employees4
Clients26
DateOct 2014
Total AUM$147.7M
Discretionary$145.5M
Non-Disc.$2.2M
Employees4
Clients26
DateJul 2014
Total AUM$147.7M
Discretionary$145.5M
Non-Disc.$2.2M
Employees4
Clients26
DateFeb 2014
Total AUM$147.7M
Discretionary$145.5M
Non-Disc.$2.2M
Employees4
Clients26
DateOct 2013
Total AUM$162.1M
Discretionary$160.2M
Non-Disc.$1.9M
Employees5
Clients26
DateMar 2013
Total AUM$162.1M
Discretionary$160.2M
Non-Disc.$1.9M
Employees5
Clients26
DateJan 2013
Total AUM$141.9M
Discretionary$139.8M
Non-Disc.$2.2M
Employees4
Clients26
DateAug 2012
Total AUM$141.9M
Discretionary$139.8M
Non-Disc.$2.2M
Employees1
Clients26
DateMar 2012
Total AUM$141.9M
Discretionary$139.8M
Non-Disc.$2.2M
Employees1
Clients26
DateAug 2011
Total AUM$153.9M
Discretionary$151.4M
Non-Disc.$2.5M
Employees5
Clients--
DateNov 2010
Total AUM$172M
Discretionary$170M
Non-Disc.$2M
Employees5
Clients--
DateOct 2010
Total AUM$172M
Discretionary$170M
Non-Disc.$2M
Employees5
Clients--
DateMar 2010
Total AUM$172M
Discretionary$170M
Non-Disc.$2M
Employees5
Clients--
DateFeb 2009
Total AUM$145.2M
Discretionary$143.6M
Non-Disc.$1.7M
Employees5
Clients--
DateJan 2008
Total AUM$184M
Discretionary$181.4M
Non-Disc.$2.6M
Employees5
Clients--
DateSep 2007
Total AUM$175M
Discretionary$175M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$175M
Discretionary$175M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$165M
Discretionary$165M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees5
Clients--
DateApr 2004
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees5
Clients--