Excorde Capital LLC

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
23
Advisory reps
5

Firm details

Headquarters
Conshohocken, Pennsylvania
CRD number
337589
Registered since
August 14, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Excorde Capital LLC is a newly formed limited liability company that registered with the SEC in 2026 and identifies as owned by a domestic entity and an individual. The firm is set up to provide portfolio management for pooled investment vehicles rather than direct, individualized advisory services. It does not position itself as a capital allocator, is not a pension consultant, and is not designated as a multi-state adviser or an active ESG investor. The firm intends to charge clients via a percentage-of-AUM fee schedule and may also assess performance-based fees, consistent with structures commonly used for private funds or pooled vehicles. Classification in the available data is unclassified, and no client base details were reported.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Edward Fitzgerald

    CEO and FounderCRD 6031538

  • Brian Markley

    Chief Administrative OfficerCRD 8200322

  • Joseph Byrne

    Chief Operating OfficerCRD 8200323

Unlock 1 more executives

Contacts

1 of 1
  • Diana Liu

    Diana Liu

    DirectorCRD 6022927

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Conshohocken, PA

Montgomery

Location

Conshohocken, PA

Headquartered in Conshohocken, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Montgomery
Address
300 Conshohocken State Rd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth