XCEPTION ADVISORY SERVICES, LLC
Legal name: XCEPTION ADVISORY SERVICES
CRD #338122 SEC #801-134430 ATLANTA, GA 404-547-0223
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
4
Clients
0
Accounts
0
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Georgia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 23, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Callahan, Michael, Patrick | I | CHIEF EXECUTIVE OFFICE | NA | Control |
| Callahan, Michael, Patrick | I | CHIEF EXECUTIVE OFFICE | NA | Control |
| HABER, CORT, ALAN | I | CCO | NA | Control |
| HABER, CORT, ALAN | I | CCO | NA | Control |
| HABER, CORT, ALAN | I | CCO | NA | Control |
| HABER, CORT, ALAN | I | CCO | NA | Control |
| XCEPTION ADVISORY GROUP, LLC | DE | OWNER | E | Control |
| XCEPTION ADVISORY GROUP, LLC | DE | OWNER | E | Control |
| XCEPTION ADVISORY GROUP, LLC | DE | OWNER | E | Control |
| XCEPTION ADVISORY GROUP, LLC | DE | OWNER | E | Control |
| HAT CAPITAL LLC | DE | OWNER | B | Control |
| HAT CAPITAL LLC | DE | OWNER | B | Control |
| HAT CAPITAL LLC | DE | OWNER | B | Control |
| HAT CAPITAL LLC | DE | OWNER | B | Control |
Registrations
Federal
IA
Oct 23, 2025 REGISTERED
Notice Filings (1)
GA
Address
2200 CENTURY PARKWAY NESUITE 750
ATLANTA, GA 30345
United States
Phone: 404-547-0223