EXCEED ADVISORY LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $119.2M |
| Discretionary | $119.2M100% of AUM |
| Client Accounts | 92 |
| Avg Account Size | $1.3M |
| Employees | 3 |
| Peak AUM | $119.2MFeb 2026 |
| AUM CAGR | +16.2% /yrover 12 yrs · 34 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $119M | +142.4% | +2.2% | +2.1% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $119.2M |
| Discretionary | $119.2M |
| Employees | 3 |
| Client Accounts | 92 |
Contact & Location
Address
79 MADISON AVE.
NEW YORK NY 10016
Phone
646-580-7046
Filing History
34 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Pooled)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$119M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Investment Adviser