EXCELSUS CAPITAL MANAGEMENT

Overview

Excelsus Capital Management is an independent, individually owned registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm bills through a mix of percentage-of-AUM, hourly and fixed-fee arrangements, which suggests it serves both ongoing wealth management relationships and one-off planning engagements. Its investment activity centers on liquid, exchange-traded equity exposure as the primary building block of client portfolios, supplemented by third-party alternative fund allocations for diversification and income. The adviser does not position itself as an ESG specialist, nor as a multi-state or pension consultant. Given its client base and fee structure, the firm appears to work with high-net-worth households where customized portfolios, SMAs and planning-fee arrangements coexist. Custodial relationships and product choices indicate a pragmatic approach: use broad market ETFs and individual equities for core equity exposure, with add-on allocations to income-generating and non-correlated strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices