Excel Capital Management Corp is an SEC registered investment adviser organized as a corporation with a primary office location in Warren, NJ. Its latest Form ADV filing, dated March 24, 2026, reports $193M in regulatory assets under management, 2 employees, and 192 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 81.7% of total clients.
Top client categories% of clientsClients
1
HNWI
81.7%
58
2
Pension Plans
18.3%
13
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$193Mas of March 24, 2026
Discretionary100.0%
$193M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$193M
Total Accounts192
10Y AUM Change+$52M (+37.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee36:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.