Chief Executive Officer · Xception Family Office
Michael P. Callahan
CRD 4300313 · Named on Form ADV at one SEC-registered adviser
At a glance
Xception Family Office, an SEC-registered wealth manager based in Atlanta, GA with $189 million in regulatory assets, lists Michael P. Callahan on its Form ADV as Chief Executive Officer, a control person.
Firms and roles
- Xception Family OfficeChief Executive OfficerWealth manager · Atlanta, GA · $189M in regulatory assets
AtlasMembers
Michael’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.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Cort A. HaberCCO, Xception Family Office
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.