Exciten Capital LLC

Overview

Exciten Capital LLC is a small, privately owned limited liability company that provides fee-based portfolio management primarily to individual and family clients. The firm’s stated advisory activity centers on portfolio management for individuals and small businesses. Ownership is held by an individual rather than an institutional or corporate owner. Fee billing is on a percentage-of-assets-under-management basis. Regulatory and operational descriptors in the available filing are minimal: the adviser is classified as unclassified, is not described as a capital allocator, is not a multi-state adviser, and is not identified as an ESG-focused manager. The firm also does not operate as a pension consultant or a related adviser per the filing details.

Assets & Accounts