Excelsia, Inc. (Savannah)

Name: Excelsia, Inc.
Address: 24 Drayton St., Savannah, GA, 31401
Telephone: 912-598-4032

Excelsia, Inc. is a large advisory firm based in Savannah. It manages $123.04 million of regulatory assets for 64 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Georgia, North Carolina, and Texas.

Excelsia provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Excelsia: assets under management

The assets under management (AUM) of Excelsia, Inc. is $123.04 million. The firm's AUM has gone down by -15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $122.94 million in discretionary accounts and $100.35 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.95 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $100.35 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Excelsia, Inc. 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.

Careers at Excelsia, Inc.

Troy Marshall Gayle has served as the Chief Investment Officer since 1 May 2011. Shirley Boyd Winters joined the executive team most recently as the Principal/Comptroller.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Clifford Weldon Draughn	Managing principal/chief compliance officer	1 Mar 2003	75% - 100%	1042780
Jan Charleen Jackson	Principal/client manager	1 Mar 2003	Other	2709150
Shirley Boyd Winters	Principal/comptroller	1 Jul 2003	Other	4900838
Troy Marshall Gayle	Chief investment officer	1 May 2011	Other	5925156

Based in Savannah

The principal office where Excelsia, Inc. performs its advisory services is located at 24 Drayton St., Savannah, GA 31401, 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 912-598-4032 or by fax 912-598-4142. The normal business hours are 8:30am - 4:30pm on Monday - Friday. You can find more information about the New York firm at www.draughnpartners.com.