Xponance LLC

Overview

Xponance LLC is an SEC registered investment adviser based in Philadelphia, PA, registered since 1996. It reports $24.3B in assets under management across 131 accounts, with 46 employees. It has 1 investment adviser representatives.

Reported AUM

$24.3B

Discretionary

99%

Accounts

131

Average account

$185M

Employees

46

Advisory reps

1

Registered since

1996

Jurisdictions

12

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• Government
• High Net Worth Individuals
• Individuals
• Insurance Companies
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Fixed Fees, Percentage of Assets and Performance-Based Fees. Sponsors a wrap fee program.

Executive officers 3 of 8

• Tina Byles Williams Chief Executive Officer, Chief Information Officer, Director CRD 2708300
• McCullough Alphonso Williams President, Chief Operating Officer, Director CRD 2692206
• Eugenie Guthrie Logue Chief Financial Officer CRD 2234617

5 more executive officers, with direct contact details

Advisory reps 1 of 1

• Sumali Sanyal Investment Adviser Rep CRD 2728398

Location

Headquarters

1845 Walnut St Ste 800
Philadelphia, PA 19103

County

Philadelphia

Metro area

Philadelphia-Camden-Wilmington, PA-NJ-DE-MD

Region

Northeast

Registrations

• SEC registered
• Registered in 12 jurisdictions
• Website: xponance.com

Every state, with registration dates

Similar firms near Philadelphia

• Nomura Investment Management Business TrustPhiladelphia, PA$144B AUM
• Janney Montgomery Scott LLCPhiladelphia, PA$11B AUM
• Brandywine Global Investment Management, LLCPhiladelphia, PA$65.4B AUM
• Abrdn Inc.Philadelphia, PA$41.5B AUM
• Clark Capital Management Group IncPhiladelphia, PA$35.7B AUM