Michael Patrick Callahan
Investment Adviser Representative at Xception Family Office
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Michael Patrick Callahan is an investment adviser representative with Xception Family Office in Atlanta, GA, where they have been registered since 2026. They have worked in the securities industry since 2012 and have been registered with 5 firms, including Hightower Advisors, LLC and TLG Advisors, Inc. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Georgia.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Georgia
- Broker:
1 state or territory
Georgia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Massachusetts Mutual Life Insurance CoMay 2014 – Dec 2017Atlanta, GA
- MML Investors Services, LLCJun 2014 – Dec 2017Atlanta, GA
- M Holdings SecuritiesDec 2017 – May 2019Portland, OR
- GFG Strategic AdvisorsDec 2017 – May 2019Milledgeville, GA
- Kan Clark, LLPMay 2014 – no end date reportedAtlanta, GA
- Xception Advisory GroupJan 2026 – no end date reportedAtlanta, GA
- TLG AdvisorsMay 2019 – Oct 2023Littleton, CO
- Wellspring AssociatesJun 2019 – no end date reportedRoswell, GA
- The Leaders GroupMay 2019 – Dec 2023Littleton, CO
- HightowerOct 2023 – Mar 2026Chicago, IL
- Xception Family OfficeJan 2026 – no end date reportedAtlanta, GA
- Simplicity InvestmentsMar 2026 – no end date reportedSummit, NJ
- Wellspring Planning GroupMay 2019 – no end date reportedRoswell, GA
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Xception Family Office
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
- Firm account minimum
- $5,000,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Atlanta, GA
- SEC file number:
- 801-134430
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 27, 2026
View full firm profileOther advisors at Xception Family Office
2 other advisors in the directory
Similar advisors in Atlanta, GA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael Patrick Callahan has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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