Excomp Asset Management Ltd is an SEC registered investment adviser organized as a corporation with a primary office location in Melville, NY. Its latest Form ADV filing, dated April 14, 2026, reports $140M in regulatory assets under management, 5 employees, and 146 accounts.
Assets Under Management
$140M
Employees
5
Offices
--
Total Clients
146
Primary office
MELVILLE, NY
425 BROADHOLLOW RD, SUITE 318, MELVILLE, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 69.2% of total clients.
Top client categories% of clientsClients
1
Individuals
69.2%
101
2
HNWI
24.7%
36
3
Pension Plans
6.2%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$140Mas of April 14, 2026
Discretionary100.0%
$140M
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$140M
Total Accounts146
10Y AUM Change+$18M (+14.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee29:1
10Y Employee Change-1 (-16.7%)
* 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.