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Inactive

Will Holdren

Xception Family Office

Atlanta, GA

CRD 8098247

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Employer firm

Xception Family Office CRD 338122

$189M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Xception Family Office

5901 Peachtree Dunwoody Rd Building C, Suite 160, Atlanta, GA 30328 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-05-01
  • GA RA
    APPROVED
    Since 2026-05-01

Branch Locations

5901 Peachtree Dunwoody Rd Building C, Suite 160, Atlanta, GA 30328 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Millville High School Millville PA 01/2015 06/2020
Elizabethtown College Elizabethtown PA 06/2020 12/2023
Xception Advisory Group Atlanta GA 12/2023 01/2024
Hightower Advisors, Llc Atlanta GA 01/2024 Present
Xception Family Office Atlanta GA 12/2025 Present
  • 01/2015 → 06/2020
    Millville High School
    Millville, PA
  • 06/2020 → 12/2023
    Elizabethtown College
    Elizabethtown, PA
  • 12/2023 → 01/2024
    Xception Advisory Group
    Atlanta, GA
  • 01/2024 → Present
    Hightower Advisors, Llc
    Atlanta, GA
  • 12/2025 → Present
    Xception Family Office
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-18
S66 Uniform Combined State Law Examination 2025-07-26
  • S65 Uniform Investment Adviser Law Examination
    2026-04-18
  • S66 Uniform Combined State Law Examination
    2025-07-26

View on SEC IAPD

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