FIRM EXITS
Excelsior has a state-feed absence; 16 firm feed absences
The compared ADV feed showed Excelsior Investment Advisors, LLC absent from the state feed on October 16, among 16 firm feed absences observed from October 16 through October 18, 2026. Feed absence does not establish closure or deregistration.
By Maya Chen·Edition ·1 min read
Excelsior Investment Advisors, LLC was not observed in the compared state ADV feed on October 16. Its absence is a feed observation, not evidence that the firm closed, deregistered or withdrew.
Across October 16–18, 2026, the comparison recorded 16 firm feed absences. The daily counts were five on October 16, 11 on October 17 and none on October 18; the zero means no feed observations were recorded that day.
Other October 16 examples include Camden Asset Management Company, LLC and Better Financial Services, LLC, each not observed in the state feed, and Cardone Wealth Advisors, LLC, not observed in the SEC feed. Shah Capital Management, Inc. was not observed in the SEC feed on October 17.
ADV feed absence records
The appendix lists all 16 firm feed absence records from 10/16/2026 through 10/18/2026. The absence is limited to the compared ADV feed and does not establish closure or withdrawal.
| Firm | Firm CRD | Observed | Observation |
|---|---|---|---|
| 4-C Personal Wealth Management Consultants, LLC | 150201 | 10/17/2026 | Absent from compared ADV feed |
| Antara Capital LP | 298247 | 10/17/2026 | Absent from compared ADV feed |
| Better Financial Services, LLC | 329520 | 10/16/2026 | Absent from compared ADV feed |
| Camden Asset Management Company, LLC | 154689 | 10/16/2026 | Absent from compared ADV feed |
| Cardone Wealth Advisors, LLC | 337559 | 10/16/2026 | Absent from compared ADV feed |
| Diversified Wealth Advisors, LLC | 311903 | 10/17/2026 | Absent from compared ADV feed |
| Ebh Capital Management LLC | 316095 | 10/17/2026 | Absent from compared ADV feed |
| Edward R. Wildman, CPA, LLC | 143404 | 10/17/2026 | Absent from compared ADV feed |
| Excelsior Investment Advisors, LLC | 311850 | 10/16/2026 | Absent from compared ADV feed |
| Kahn Asset Management, Inc. | 342960 | 10/17/2026 | Absent from compared ADV feed |
| Mrwm Advisors, LLC | 288944 | 10/17/2026 | Absent from compared ADV feed |
| Paul Marascalco Registered Investment Advisor | 198512 | 10/16/2026 | Absent from compared ADV feed |
| Porter & Kickham, Inc. | 301103 | 10/17/2026 | Absent from compared ADV feed |
| Shah Capital Management, Inc. | 133941 | 10/17/2026 | Absent from compared ADV feed |
| Strong Investment Management, LLC | 289309 | 10/17/2026 | Absent from compared ADV feed |
| Wise Money Israel LLC | 321874 | 10/17/2026 | Absent from compared ADV feed |