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Xponance LLC

SEC Registered

Three Decades of Performance with Purpose

Philadelphia, PAhttps://xponance.com215-567-1100
Assets Under Management
$5B–$25B
Year Founded
1996
Employees
46
Office Locations
2 offices
Total Accounts
131

About the firm

Xponance is a multi-strategy investment firm that has partnered with clients since 1996 to deliver disciplined investment strategies. The firm is managed and employee owned by women and diverse investment professionals, and leverages multi-strategy capabilities for client success.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

High Net WorthPooled VehiclesPension/Profit SharingState/Municipal

Areas of expertise

Multi-strategy InvestingSystematic Global EquitiesAsset AllocationManager SelectionFinTechEuropean EquitiesPrivate EquityDiverse-owned Investment Management

Services

Multi-strategy investment capabilities, systematic global equities, and a FinTech application (Aapryl) to help asset allocators identify skillful managers

Who they serve

Visionary clients, asset allocators, asset owners, and investment professionals

Client segmentClientsAssets managed
Individuals (Non-HNW)5$3.1M
High Net Worth Individuals2$41M
Investment Companies0—
Pooled Investment Vehicles0$0
Pension/Profit Sharing Plans2$1.2B
Charitable Organizations19$1.2B
State/Municipal Entities52—
Insurance Companies0—
Sovereign Wealth Funds3—
Corporations0$0

Leadership

Tina Byles Williams
CEO & CIO/DIRECTOR
Shelley Simms
CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL
Fred Glover Choate
DIRECTOR
Mccullough Alphonso Williams
PRESIDENT & COO/DIRECTOR
Fis Group Employee Stock Ownership Plan Trust
SHAREHOLDER
Tina Byles Williams Revocable Trust
SHAREHOLDER
Tina Byles Williams
TRUSTEE
Donna Anita James
DIRECTOR
James Urbach
TRUSTEE
Eugenie Guthrie Logue
CHIEF FINANCIAL OFFICER
Isaac Hughes Green
DIRECTOR
Obie Lee Mckenzie
DIRECTOR

Office locations

2 offices in 2 states
PA
PhiladelphiaHQ
NC
Durham

Advisors at this firm

1 advisor in the directory

Regulatory & compliance

CRD number
#111126
SEC Number
801-51407
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee / Performance-based
Minimum: $5,000,000 (waivable)

Data as of April 14, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Xponance LLC 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 the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Xponance LLC in Philadelphia, PA | AdvisorFinder