This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.88 fund_share=0.0 institutional_share=0.12 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$193MItem 5.F on the latest filing (2026-03-24); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$193M

Private client RAUM

$169MderivedItem 5.D individuals plus high net worth individuals

Private client share

88%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$96.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

2

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

192

Individual clients

0

High net worth clients

58

SEC number

801-124719

CRD

109229

Filings on the tape

11

First filed

Mar 26, 2012

Latest filed

Mar 24, 2026

Organised

Corporation, NJ

Website

excelcapitalmgt.com

• Occurred

  Mar 23, 2022
  First Form ADV filing

  Excel Capital Management Corp filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:564ca950-25d7-7bbd-67c5-39a54c575d6b

First observed

Mar 26, 2012

Last observed

Mar 24, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.