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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Excel Capital Management Corp
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|---|---|
| CRD # | 109229 |
| SEC # | 801-124719 |
| CIK # | |
| AUM | $175.1 M (2025-03-25) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 908-431-1770 |
| Address | 12 Stratford Court Warren, NJ 07059 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 57 | 152.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 22.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 189 | 175.1 |
| By Discretionary | ||
| Discretionary | 189 | 175.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 189 | 175.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 175.1 | |
| Total | 189 | 175.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Boardwalk Financial Strategies LLC
✚
|
WI | 0.2 |
|
Tandem Investment Partners LLC
✚
|
NJ | 0.2 |
|
Lake Hills Wealth Management LLC
✚
|
TX | 0.2 |
|
Kahala Financial Advisors LLC
✚
|
HI | 0.2 |
|
Arbor Financial Planning LLC
✚
|
MI | 0.2 |
|
Fell Capital Management
✚
|
CA | 0.2 |
|
Flack Ember Louise
✚
|
0.2 | |
|
KMT Wealth Management LLC
✚
|
CA | 0.2 |
|
Global Wealth Management LC
✚
|
FL | 0.2 |
|
Mokan Wealth Management Inc
✚
|
KS | 0.2 |