# Excel Capital Management Corp

> Excel Capital Management Corp is an SEC-registered investment advisory firm in Warren, NJ, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 109229
- Filed as: EXCEL CAPITAL MANAGEMENT CORP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Warren, NJ
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/109229
- AdvisorCensus page: https://advisorcensus.com/firm/excel-capital-management-corp-warren-nj-109229

## Quick answers

**How is Excel Capital Management Corp compensated?**
On its Form ADV (Item 5.E, October 2026), Excel Capital Management Corp reports these compensation arrangements: a percentage of assets under its management.

**Where is Excel Capital Management Corp located?**
Excel Capital Management Corp's principal office is in Warren, NJ, according to its Form ADV.

**Is Excel Capital Management Corp registered with the SEC or a state?**
Excel Capital Management Corp is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 109229.

**How much does Excel Capital Management Corp manage?**
Excel Capital Management Corp reports $192,505,720 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**How have Excel Capital Management Corp's assets and staff changed since 2022?**
In the Form ADV data for Excel Capital Management Corp: Regulatory assets under management: $140,306,235 in the October 2022 data and $192,505,720 in the October 2026 data, up 37%. Total employees: 2 in October 2022 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Excel Capital Management Corp serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (58); pension and profit sharing plans (but not the plan participants or government pension plans) (13).

**Does Excel Capital Management Corp report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/109229

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $192,505,720
- Discretionary: $192,505,720
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 58 | $168,617,308 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 13 | $23,888,412 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NJ, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- excelcapitalmgt.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $140,306,235 | 2 | March 30, 2022 |
| October 2023 | $121,233,721 | 2 | March 29, 2023 |
| October 2024 | $148,841,664 | 2 | March 25, 2024 |
| October 2025 | $175,149,143 | 2 | March 25, 2025 |
| October 2026 | $192,505,720 | 2 | March 24, 2026 |

Regulatory assets under management: $140,306,235 in the October 2022 data and $192,505,720 in the October 2026 data, up 37%.
Total employees: 2 in October 2022 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Excel Capital Management Corp (CRD 109229): Form ADV filing data as of October 2026.