{
  "crd_number": 340166,
  "slug": "excellion-finance-management-llc-hermosa-beach-ca-340166",
  "primary_business_name": "EXCELLION FINANCE MANAGEMENT, LLC",
  "legal_name": "EXCELLION FINANCE MANAGEMENT, LLC",
  "dbas": [],
  "city": "Hermosa Beach",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "exempt",
  "registration_status": "State ERA - ACTIVE",
  "registration_date": "2026-09-01",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-01-14",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://excelliondefi.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/340166",
  "city_as_filed": "HERMOSA BEACH",
  "url": "https://advisorcensus.com/firm/excellion-finance-management-llc-hermosa-beach-ca-340166",
  "display_name": "Excellion Finance Management, LLC",
  "summary": "Excellion Finance Management, LLC is an exempt reporting adviser in Hermosa Beach, CA, filing reports since 2026. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. Excellion Finance Management, LLC (CRD 340166): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is Excellion Finance Management, LLC located?",
      "a": "Excellion Finance Management, LLC's principal office is in Hermosa Beach, CA, according to its Form ADV."
    },
    {
      "q": "How does Excellion Finance Management, LLC report to regulators?",
      "a": "Excellion Finance Management, LLC is an exempt reporting adviser, filing reports since 2026. Exempt reporting advisers file a shorter Form ADV. Status as filed: State ERA - ACTIVE. CRD 340166."
    },
    {
      "q": "Does Excellion Finance Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/340166"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/excellion-finance-management-llc-hermosa-beach-ca-340166.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/340166",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}