Excelsior Capital Advisory Services LLC recently filed an update regarding its advisory contracts, which could have implications for its operational strategies and the broader advisory services industry.

Excelsior Capital Advisory Services LLC is a New York-based firm that specializes in advisory services. The company, which has a Central Index Key (CIK) of 0001622202, is not publicly traded and does not have a listed ticker symbol. Its recent filings include various updates and amendments related to its operations.

The filing dated September 15, 2026, indicates that the company is not engaged in any advisory contracts currently, stating, "isAdvisoryContract: N." This suggests that the firm may be reevaluating its business model or strategy moving forward.

This update may affect clients and stakeholders who rely on Excelsior Capital's services. Additionally, it may prompt competitors in the advisory services sector to reassess their own strategies in light of Excelsior's operational changes.

The filing does not specify what actions will follow this update or if there will be further filings related to the company's advisory services.

Company Details

Excelsior Capital Advisory Services LLC is incorporated in New York and has an Employer Identification Number (EIN) of 464695297. The firm operates out of Naples, Florida, with its business address listed as 3265 Belon Lane, Naples, FL 34114. This location may play a role in its operational strategy as it is situated in a region known for its affluent clientele.

Contact Information

The principal contact for the firm is Thomas J. Cullinan, who serves as the Principal. He can be reached at the business phone number 518-527-2395 or via email at cullinantjc@gmail.com. This direct line of communication may be crucial for clients seeking clarity on the firm's direction following the recent filing.

Books and Records

The filing indicates that Excelsior Capital's books and records are maintained at a separate location in Minneapolis, Minnesota, specifically at 3948 Market St, Suite 24827, Minneapolis, MN 55402. The contact for this location is Erik Kelly, who can be reached at 952-746-6055. This arrangement may reflect the firm's operational structure and its approach to managing client information and records.

Additional Filing Information

The filing does not provide details regarding any unsatisfied judgments or liens against the firm, nor does it indicate that the company has received any prepaid fees or has borrowed funds that have not been repaid. This lack of liabilities may suggest a stable financial position, although further context regarding the firm's financial health is not provided in the filing.