Leo Rose
Xception Family Office · Atlanta, Georgia
Leo Rose is a fee-only financial advisor at Xception Family Office in Atlanta, Georgia. Leo focuses on founders (pre-exit), estate & legacy planning and family wealth transfer. Xception Family Office reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
- Executives
Facts
| Firm | Xception Family Office |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $189.3M across 28 accounts |
| SEC registration | Investment adviser representative in GA · CRD 6288452 |
| Exams passed | Series 65 (2014) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | xceptionfamilyoffice.com |
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Questions about Leo
Is Leo Rose a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Leo holds no broker registration, and Xception Family Office reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Leo charge for financial advice?
Leo's firm, Xception Family Office, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Leo Rose based?
Leo Rose is based in Atlanta, Georgia.
What does Leo specialize in?
Leo's specialties include founders (pre-exit), estate & legacy planning, family wealth transfer and small business owners. Leo works with ultra high net worth, multi-generational families and executives.
Is Leo Rose registered with the SEC?
Yes. Leo Rose is registered as an investment adviser representative in GA (CRD 6288452), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Xception Family Office manage?
Xception Family Office reports $189.3M across 28 accounts in assets under management.
How do I contact Leo Rose?
Through Leo's website, xceptionfamilyoffice.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Xception Family Office website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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