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EXCEL CAPITAL MANAGEMENT CORP
CRD 109229 · SEC 801-124719
12 STRATFORD COURT, WARREN, NJ, 07059, United States
Phone
908-431-1770
Fax
908-431-1771
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$192.5M
Discretionary AUM
$192.5M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 58 | $168.6M |
| Pension/profit sharing plans | 13 | $23.9M |
States served
NJ, OH, FL
All web addresses on file
Official SEC filing: View on IAPD