DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Investment consultant
Excel Wealth Management, LLC
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
63
filed Mar 16, 2026
ADV institutional RAUM
$264M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$310M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.85; discretionary RAUM $310M. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
1 allocators
- Retirement Plan of First County Bank Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
3 rows
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Retirement Plan of First County Bank | 2024 | 27 99 | INVESTMENT ADVISORY | |
| Retirement Plan of First County Bank | 2023 | 27 99 | INVESTMENT ADVISORY | |
| Retirement Plan of First County Bank | 2022 | 27 99 | NONE |
Form ADV readings
- institutional clients 63 Mar 16, 2026 reported
- pension plan clients 63 Mar 16, 2026 reported
- raum discretionary $310M Mar 16, 2026 reported
- raum institutional $264M Mar 16, 2026 reported
- raum total $310M Mar 16, 2026 reported
What changed
No dated events.