EXCEL CAPITAL MANAGEMENT CORP

Overview

Excel Capital Management Corp is a fee-based registered investment adviser that manages discretionary portfolios for individuals, families and small-business clients, with some institutional relationships. The firm is organized as a corporation and is owned by an individual owner. Its stated advisory activity is portfolio management for individuals and small businesses, with a business model built around percentage-of-AUM fees rather than transactional or subscription pricing. Investment posture centers on a heavy use of private funds as a core allocation, supplemented by public market exposure through mutual funds and corporate debt. The firm does not position itself as an active ESG investor and does not operate as a multi-state adviser. Since it focuses on discretionary management, portfolio construction appears tilted toward longer-duration, less-liquid strategies paired with liquid public holdings for income and risk management.

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Location & Offices