XL
XPONANCE LLC
SEC RegisteredPHILADELPHIA, PAhttps://xponance.com215-567-1100
Assets Under Management
$5B–$25B
Employees
46
Office Locations
2 offices
Total Accounts
131
About the firm
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
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 5 | $3.1M |
| High Net Worth Individuals | 2 | $41M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 2 | $1.2B |
| Charitable Organizations | 19 | $1.2B |
| State/Municipal Entities | 52 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 3 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
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
Regulatory & compliance
CRD number
#111126
SEC Number
801-51407
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee / Performance-based
Data as of April 14, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
xponance.comPhone
215-567-1100Find an advisor that fits
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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.