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Wealth Advisor · Xcelsior Advisor Partners LLC

Calum M. Bashford

CRD 7539024 · Named on Form ADV at one SEC-registered adviser

At a glance

Xcelsior Advisor Partners LLC, an SEC-registered wealth manager based in Scottsdale, AZ with $2.5 billion in regulatory assets, lists Calum M. Bashford on its Form ADV as Wealth Advisor.

Firms and roles

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Calum’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (7)

2 more people named with Calum on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Calum’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.