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Xavier Capital Management, LLC (Largo)


Xavier Capital Management, LLC is a large advisory firm based in Largo. It manages $106.93 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Maryland.

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Xavier Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Xavier Capital Management: assets under management

The assets under management (AUM) of Xavier Capital Management, LLC is $106.93 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 325% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $106.93 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $17.82 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Xavier Capital Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Largo

The principal office where Xavier Capital Management, LLC performs its advisory services is located at 9701 Apollo Drive, Largo, MD 20774, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 301-322-8888 or by fax 301-322-8199. The normal business hours are 9:00 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at www.xaviercapital.com.


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