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Xception Family Office CRD 338122
$189M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5901 Peachtree Dunwoody Rd Building C, Suite 160, Atlanta, GA 30328 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-11-13 |
Branch Locations
5901 Peachtree Dunwoody Rd Building C, Suite 160, Atlanta, GA 30328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Atlanta | GA | 09/2014 | 11/2016 |
| Berman Capital Advisors, Llc | Atlanta | GA | 01/2017 | 10/2018 |
| Tru Independence Asset Management, Llc | Portland | OR | 06/2018 | 10/2019 |
| Haber Investment Counsel, Llc | Atlanta | GA | 10/2019 | 11/2022 |
| New Republic Capital, Llc | Charlotte | NC | 11/2022 | 10/2024 |
| Consulting | Atlanta | GA | 10/2024 | 10/2025 |
| Xception Advisory Services, Llc | Atlanta | GA | 10/2025 | Present |
1) RAKUMAN HOLDINGS LLC, 2500 ELLIJAY DRIVE ATLANTA,GEORGIA 30319 - PARTNERSHIP/ OTHER INVESTMENT HOLDING PARTNERSHIP / HOLDS INVESTMENTS / PARTNER / MANAGING MEMBER FOR THREE PERSON FAMILY PARTNERSHIP AND MAINTAIN THE INVESTMENT ACCOUNTS AND DECIDE ON INVESTMENTS. ALSO FILE THE TAX RETURN AND MAKE DISTRIBUTIONS TO PARTNERS / START DATE 4/1/2005. 2). DGD Family Partners LLC, 2500 ELLIJAY DRIVE ATLANTA,GEORGIA 30319 - NOT CURRENTLY IN USE , BUT EXISTING FOR POTENTIAL FUTURE USE / MANAGER / START DATE 6/4/2025 3). HAT Capital LLC - LLC, 2500 ELLIJAY DRIVE ATLANTA,GEORGIA 30319 - ENTITY TO HOLD BUSINESS INTERESTS / START DATE 9/2025
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-06-01 |
| S65 | Uniform Investment Adviser Law Examination | 2005-08-15 |
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