# Excelsus Capital Management

> Excelsus Capital Management is a state-registered investment advisory firm in Manhattan Beach, CA, registered since 2004, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 29, 2026.

- CRD: 130886
- Filed as: EXCELSUS CAPITAL MANAGEMENT
- Legal name: Excelsus Capital Management, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Manhattan Beach, CA
- Filing period: October 2026
- Form ADV filing dated: March 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/130886
- AdvisorCensus page: https://advisorcensus.com/firm/excelsus-capital-management-manhattan-beach-ca-130886

## Quick answers

**How is Excelsus Capital Management compensated?**
On its Form ADV (Item 5.E, October 2026), Excelsus Capital Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Excelsus Capital Management located?**
Excelsus Capital Management's principal office is in Manhattan Beach, CA, according to its Form ADV.

**Is Excelsus Capital Management registered with the SEC or a state?**
Excelsus Capital Management is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 130886.

**How much does Excelsus Capital Management manage?**
Excelsus Capital Management reports $52,296,890 in regulatory assets under management in its Form ADV filing dated March 29, 2026 (100% discretionary).

**What types of clients does Excelsus Capital Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (37); high net worth individuals (30).

**Does Excelsus Capital Management report any disciplinary disclosures?**
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/130886

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $52,296,890
- Discretionary: $52,296,890
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 37 | $6,801,886 |
| High net worth individuals | 30 | $45,495,004 |

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

### Firm details
- Registered since: 2004 (22 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- excelsuscapital.net
- LinkedIn @excelsus-capital-management

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Excelsus Capital Management (CRD 130886): Form ADV filing data as of October 2026.