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Xela Capital, LLC (Mountain View)


Xela Capital, LLC is an adviser based in Mountain View. It manages $2.64 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2008.

Xela Capital 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.

Xela Capital: assets under management

The assets under management (AUM) of Xela Capital, LLC is $2.64 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $2.64 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $659.06 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Xela Capital, 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 Mountain View

The principal office where Xela Capital, LLC performs its advisory services is located at 950 High School Way, Mountain View, CA 94041 The mailing address of the firm is 800 W. El Camino Real, Mountain View, CA 94040. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (650) 815-8959. The normal business hours are by appointment on Other.


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