Xponance LLC
Philadelphia, PA·SEC-registered · CRD #111126
Xponance LLC is an SEC-registered investment advisory firm in Philadelphia, PA managing $24B across 134 client accounts, with 15 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$24B
Client accounts
134
Advisory staff
15
Fee model
Fee-based
How Xponance LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Xponance LLC
How much does Xponance LLC manage?
Per its most recent SEC Form ADV filing (04/14/2026), Xponance LLC reports $24B in regulatory assets under management across roughly 134 client accounts.
How does Xponance LLC charge?
Xponance LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Xponance LLC a fiduciary?
Yes. Xponance LLC is registered with the U.S. Securities and Exchange Commission (CRD #111126), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Xponance LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Xponance LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Xponance LLC's public SEC Form ADV filing (CRD #111126, filed 04/14/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Xponance LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Xponance LLC? Claim this profile.