Xception Family Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Xception Family Office provides wealth management, financial planning, and discretionary portfolio management primarily for high‑net‑worth individuals, families, trusts, estates, and certain corporate clients. The firm reports managing roughly $189 million in discretionary assets for a small client base served by two advisors, and offers ongoing financial planning, tax and estate guidance, and investment consulting.
The firm’s investment approach emphasizes asset allocation and a blend of passive vehicles and specialist third‑party managers, using quantitative and qualitative due diligence to select independent managers and alternative exposures. Portfolios may include mutual funds, ETFs, privately placed securities, structured products, and options strategies when appropriate, with continuous monitoring and the ability to accommodate legacy or concentrated positions.
Compared with many peers, Xception maintains formal affiliations with outside financial and legal entities, including attorney services provided through Kan & Clark LLP and relationships with a FINRA broker‑dealer and other registered advisers, and its staff may engage in outside business activities that are disclosed and monitored. Certain associated persons also serve as trustees for client accounts—creating limited custody arrangements that the firm discloses and supervises—and the firm focuses its client base on high‑net‑worth households rather than retail, lower‑net‑worth individual clients.
Client services
Expertise
Occupation focus
Fee options
Retainer or service fees for financial planning and consulting services may be charged and are disclosed in writing where applicable.
0.35% to 1.00% annually
Account minimum: $5,000,000
Main office
5901 Peachtree Dunwoody Rd, Building C, Suite 160
Atlanta GA 30328
Advisors at this office
4
Most active in
Georgia
Also doing business as
Xception Advisory Group, LLC · Xception Advisory Services · Xception Advisory Services, LLC · Xception Family Office
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Will H
Series 65, Series 66
Atlanta, GA
Xception Family Office
Will Holdren is a financial advisor at Xception Family Office with Series 65 and Series 66 licenses and less than one year of industry experience. His prior roles include positions at FNDRS Wealth Advisory, Hightower Advisors, and Xception Advisory Group. He also has teaching experience at Elizabethtown College and Millville High School. Xception Family Office provides wealth management, financial planning, and discretionary portfolio management primarily for high-net-worth individuals, families, trusts, estates, and select corporate clients. The firm uses a diversified investment approach that combines passive vehicles and specialist third-party managers, supported by quantitative and qualitative due diligence.
Cort H
CFP®, Series 63, Series 65
Atlanta, GA
Xception Family Office
Cort Haber is a CFP® with 18 years of experience in financial advising, currently serving at Xception Family Office. His prior experience includes roles at New Republic Capital, Haber Investment Counsel, UBS Financial Services, and several other firms. He is a managing member of a family investment partnership that oversees investment decisions and tax filings. Xception Family Office provides wealth management, financial planning, and discretionary portfolio management primarily for high-net-worth individuals, families, and institutions. The firm emphasizes customized investment programs based on strategic asset allocation and combines passive and active management approaches.
Leo R
Series 65
Atlanta, GA
Xception Family Office
Leo Rose IV is a financial advisor at Xception Family Office in Atlanta, GA, holding a Series 65 designation with 11 years of industry experience. His prior roles include positions at LCP Institutional, LLC, Cardea Capital Group, Inc., Cardea Capital Advisors, LLC, and Lindner Capital Advisors. Xception Family Office provides wealth management, financial planning, and discretionary portfolio management primarily for high-net-worth individuals, families, trusts, estates, and certain corporate clients. The firm employs a diversified investment approach combining passive vehicles and independent third-party managers, supported by quantitative and qualitative due diligence.
Michael C
Series 63, Series 65
Atlanta, GA
Xception Family Office
Michael Callahan is a financial advisor at Xception Family Office with 14 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with firms including Hightower and Wellspring Associates. In addition to his advisory role, Callahan is an attorney providing business and estate planning legal services through Kan Clark, LLP. Xception Family Office delivers wealth management, financial planning, and discretionary portfolio management primarily for high-net-worth individuals, families, trusts, estates, and select corporate clients. The firm’s investment approach incorporates asset allocation with a mix of passive vehicles and specialist third-party managers, supported by quantitative and qualitative due diligence.
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