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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Georgia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 14, 2013
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| JACKSON, JAN, CHARLEEN | I | PRINCIPAL/CLIENT MANAGER | NA | Control |
| JACKSON, JAN, CHARLEEN | I | ASSOCIATE | NA | Control |
| JACKSON, JAN, CHARLEEN | I | PRINCIPAL/CLIENT MANAGER | NA | Control |
| JACKSON, JAN, CHARLEEN | I | PRINCIPAL/CLIENT MANAGER | NA | Control |
| JACKSON, JAN, CHARLEEN | I | PRINCIPAL/CLIENTS/TRADING | NA | Control |
| JACKSON, JAN, CHARLEEN | I | ASSOCIATE/SECRETARY | NA | Control |
| JACKSON, JAN, CHARLEEN | I | ASSOCIATE/SECRETARY | NA | Control |
| JACKSON, JAN, CHARLEEN | I | PRINCIPAL/CLIENT MANAGER | NA | Control |
| JACKSON, JAN, CHARLEEN | I | PRINCIPAL/CLIENT MANAGER | NA | Control |
| JACKSON, JAN, CHARLEEN | I | ASSOCIATE/SECRETARY | NA | Control |
| JACKSON, JAN, CHARLEEN | I | PRINCIPAL/CLIENT MANAGER | NA | Control |
| JACKSON, JAN, CHARLEEN | I | PRINCIPAL/CLIENT MANAGER | NA | Control |
| JACKSON, JAN, CHARLEEN | I | PRINCIPAL/CLIENTS/TRADING | NA | Control |
| LIVINGSTON, KENNETH, JEFFREY | I | PRINCIPAL | NA | Control |
| LIVINGSTON, KENNETH, JEFFREY | I | PRINCIPAL | NA | Control |
| MOORE, MARK, ANTHONY | I | PRINCIPAL | NA | Control |
| MOORE, MARK, ANTHONY | I | PRINCIPAL | NA | Control |
| WINTERS, SHIRLEY, BOYD | I | PRINCIPAL/COMPTROLLER | NA | Control |
| WINTERS, SHIRLEY, BOYD | I | ASSOCIATE | NA | Control |
| WINTERS, SHIRLEY, BOYD | I | PRINCIPAL/COMPTROLLER | NA | Control |
| WINTERS, SHIRLEY, BOYD | I | PRINCIPAL/COMPTROLLER | NA | Control |
| WINTERS, SHIRLEY, BOYD | I | PRINCIPAL/CONTROLLER | NA | Control |
| WINTERS, SHIRLEY, BOYD | I | PRINCIPAL/COMPTROLLER | NA | Control |
| WINTERS, SHIRLEY, BOYD | I | PRINCIPAL/COMPTROLLER | NA | Control |
| WINTERS, SHIRLEY, BOYD | I | ASSOCIATE | NA | Control |
| WINTERS, SHIRLEY, BOYD | I | PRINCIPAL/COMPTROLLER | NA | Control |
| WINTERS, SHIRLEY, BOYD | I | PRINCIPAL/COMPTROLLER | NA | Control |
| WINTERS, SHIRLEY, BOYD | I | PRINCIPAL/CONTROLLER | NA | Control |
| WINTERS, SHIRLEY, BOYD | I | PRINCIPAL/CONTROLLER | NA | Control |
| WINTERS, SHIRLEY, BOYD | I | PRINCIPAL/CONTROLLER | NA | Control |
| WINTERS, SHIRLEY, BOYD | I | PRINCIPAL/CONTROLLER | NA | Control |
| WINTERS, SHIRLEY, BOYD | I | PRINCIPAL/CONTROLLER | NA | Control |
| WINTERS, SHIRLEY, BOYD | I | PRINCIPAL/CONTROLLER | NA | Control |
| WINTERS, SHIRLEY, BOYD | I | PRINCIPAL/CONTROLLER | NA | Control |
| WINTERS, SHIRLEY, BOYD | I | PRINCIPAL/CONTROLLER | NA | Control |
| WINTERS, SHIRLEY, BOYD | I | PRINCIPAL/CONTROLLER | NA | Control |
| DRAUGHN, CLIFFORD, WELDON | I | MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| DRAUGHN, CLIFFORD, WELDON | I | MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| DRAUGHN, CLIFFORD, WELDON | I | MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| DRAUGHN, CLIFFORD, WELDON | I | MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| DRAUGHN, CLIFFORD, WELDON | I | MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| DRAUGHN, CLIFFORD, WELDON | I | FOUNDING PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| DRAUGHN, CLIFFORD, WELDON | I | FOUNDING PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| DRAUGHN, CLIFFORD, WELDON | I | MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| DRAUGHN, CLIFFORD, WELDON | I | MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| DRAUGHN, CLIFFORD, WELDON | I | MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| DRAUGHN, CLIFFORD, WELDON | I | MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| DRAUGHN, CLIFFORD, WELDON | I | MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| DRAUGHN, CLIFFORD, WELDON | I | MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| DRAUGHN, CLIFFORD, WELDON | I | MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| DRAUGHN, CLIFFORD, WELDON | I | MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| DRAUGHN, CLIFFORD, WELDON | I | MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| DRAUGHN, CLIFFORD, WELDON | I | MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| DRAUGHN, CLIFFORD, WELDON | I | MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| DRAUGHN, CLIFFORD, WELDON | I | MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| DRAUGHN, CLIFFORD, WELDON | I | MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| DRAUGHN, CLIFFORD, WELDON | I | MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| GAYLE, TROY, MARSHALL | I | CHIEF INVESTMENT OFFICER | B | Control |
| GAYLE, TROY, MARSHALL | I | CHIEF INVESTMENT OFFICER | B | Control |
| GAYLE, TROY, MARSHALL | I | CHIEF INVESTMENT OFFICER | B | Control |
| GAYLE, TROY, MARSHALL | I | CHIEF INVESTMENT OFFICER | B | Control |
| GAYLE, TROY, MARSHALL | I | CHIEF INVESTMENT OFFICER | B | Control |
| GAYLE, TROY, MARSHALL | I | CHIEF INVESTMENT OFFICER | B | Control |
| GAYLE, TROY, MARSHALL | I | CHIEF INVESTMENT OFFICER | B | Control |
| LIVINGSTON, KENNETH, JEFFREY | I | PRINCIPAL | A | Control |
| LIVINGSTON, KENNETH, JEFFREY | I | PRINCIPAL | A | Control |
Registrations
Federal
IA
Mar 14, 2013 REGISTERED
Notice Filings (8)
FL GA LA NC NV SC TX VA
Address
15 LAKE STREETSUITE 100
SAVANNAH, GA 31411
United States
Phone: 912-598-4032