EXCELSIOR INVESTMENT ADVISORS, LLC
Legal name: EXCELSIOR
CRD #311850 SEC #801-120085 MELVILLE, NY 516-765-7400
SEC Registered
Total AUM
$18.2M
Discretionary
$18.2M
Employees
1
Clients
10
Accounts
62
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $18.2M | $18.2M | $0 | 1 | 0 |
| Feb 2025 | $18.2M | $18.2M | $0 | 1 | 0 |
| Feb 2025 | $18.2M | $18.2M | $0 | 1 | 0 |
| Feb 2025 | $18.2M | $18.2M | $0 | 1 | 0 |
| Jan 2025 | $18.2M | $18.2M | $0 | 1 | 0 |
| Dec 2024 | $18.4M | $18.4M | $0 | 4 | 0 |
| Dec 2024 | $18.4M | $18.4M | $0 | 4 | 0 |
| Sep 2024 | $15.2M | $14.9M | $295.6K | 4 | 0 |
| Jun 2024 | $15.2M | $14.9M | $295.6K | 4 | 0 |
| Feb 2024 | $15.2M | $14.9M | $295.6K | 4 | 0 |
| Feb 2024 | $15.2M | $14.9M | $295.6K | 4 | 0 |
| Feb 2024 | $15.2M | $14.9M | $295.6K | 4 | 0 |
| Feb 2024 | $15.2M | $14.9M | $295.6K | 4 | 0 |
| Feb 2024 | $15.2M | $14.9M | $295.6K | 4 | 0 |
| Feb 2024 | $15.2M | $14.9M | $295.6K | 4 | 0 |
| Sep 2023 | $12.2M | $12.1M | $149K | 4 | 0 |
| Apr 2023 | $12.2M | $12.1M | $149K | 4 | 0 |
| Mar 2023 | $12.2M | $12.1M | $149K | 4 | 0 |
| Nov 2022 | $11M | $10.7M | $329.7K | 4 | 0 |
| Sep 2022 | $11M | $10.7M | $329.7K | 4 | 0 |
| Feb 2022 | $11M | $10.7M | $329.7K | 4 | 0 |
| Feb 2022 | $11M | $10.7M | $329.7K | 4 | 0 |
| May 2021 | $9.9M | $9.6M | $288.8K | 4 | 0 |
| Jan 2021 | $0 | $0 | $0 | 4 | 0 |
| Jan 2021 | $0 | $0 | $0 | 4 | 0 |
| Jan 2021 | $0 | $0 | $0 | 4 | 0 |
| Dec 2020 | $0 | $0 | $0 | 4 | 0 |
DateMar 2025
Total AUM$18.2M
Discretionary$18.2M
Non-Disc.$0
Employees1
Clients0
DateFeb 2025
Total AUM$18.2M
Discretionary$18.2M
Non-Disc.$0
Employees1
Clients0
DateFeb 2025
Total AUM$18.2M
Discretionary$18.2M
Non-Disc.$0
Employees1
Clients0
DateFeb 2025
Total AUM$18.2M
Discretionary$18.2M
Non-Disc.$0
Employees1
Clients0
DateJan 2025
Total AUM$18.2M
Discretionary$18.2M
Non-Disc.$0
Employees1
Clients0
DateDec 2024
Total AUM$18.4M
Discretionary$18.4M
Non-Disc.$0
Employees4
Clients0
DateDec 2024
Total AUM$18.4M
Discretionary$18.4M
Non-Disc.$0
Employees4
Clients0
DateSep 2024
Total AUM$15.2M
Discretionary$14.9M
Non-Disc.$295.6K
Employees4
Clients0
DateJun 2024
Total AUM$15.2M
Discretionary$14.9M
Non-Disc.$295.6K
Employees4
Clients0
DateFeb 2024
Total AUM$15.2M
Discretionary$14.9M
Non-Disc.$295.6K
Employees4
Clients0
DateFeb 2024
Total AUM$15.2M
Discretionary$14.9M
Non-Disc.$295.6K
Employees4
Clients0
DateFeb 2024
Total AUM$15.2M
Discretionary$14.9M
Non-Disc.$295.6K
Employees4
Clients0
DateFeb 2024
Total AUM$15.2M
Discretionary$14.9M
Non-Disc.$295.6K
Employees4
Clients0
DateFeb 2024
Total AUM$15.2M
Discretionary$14.9M
Non-Disc.$295.6K
Employees4
Clients0
DateFeb 2024
Total AUM$15.2M
Discretionary$14.9M
Non-Disc.$295.6K
Employees4
Clients0
DateSep 2023
Total AUM$12.2M
Discretionary$12.1M
Non-Disc.$149K
Employees4
Clients0
DateApr 2023
Total AUM$12.2M
Discretionary$12.1M
Non-Disc.$149K
Employees4
Clients0
DateMar 2023
Total AUM$12.2M
Discretionary$12.1M
Non-Disc.$149K
Employees4
Clients0
DateNov 2022
Total AUM$11M
Discretionary$10.7M
Non-Disc.$329.7K
Employees4
Clients0
DateSep 2022
Total AUM$11M
Discretionary$10.7M
Non-Disc.$329.7K
Employees4
Clients0
DateFeb 2022
Total AUM$11M
Discretionary$10.7M
Non-Disc.$329.7K
Employees4
Clients0
DateFeb 2022
Total AUM$11M
Discretionary$10.7M
Non-Disc.$329.7K
Employees4
Clients0
DateMay 2021
Total AUM$9.9M
Discretionary$9.6M
Non-Disc.$288.8K
Employees4
Clients0
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0