Advisor at Excel Capital Management Corp
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Excel Capital Management Corp
Location
Warren, NJ 07059
Credentials
Series 63
Industry experience
13 years
Pradeep Niphadkar is a financial advisor at Excel Capital Management Corp with 13 years of industry experience. He holds the Series 63 designation and has been with Excel Capital Management since 2000. Excel Capital Management Corp. provides discretionary investment management and financial advice primarily to high-net-worth individuals, trusts, small businesses, and corporations. The firm uses a core-and-satellite investment approach combining index funds with actively managed securities and conducts formal portfolio reviews monthly or quarterly.
$0 - $199,999: 0.5% quarterly $200,000 - $499,999: 0.375% quarterly $500,000 - $999,999: 0.3125% quarterly $1,000,000 - $2,999,999: 0.25% quarterly $3,000,000 - $3,999,999: 0.225% quarterly $4,000,000 - $4,999,999: 0.2125% quarterly $5,000,000 - $5,999,999: 0.20% quarterly $6,000,000+: 0.1875% quarterly
Account minimum: $500,000 Minimum fee: Minimum annual fee of $6,250 for managing $500,000 portfolio, not negotiable Fee-only: Fees based solely on assets under management, no commissions or performance fees
12 Stratford Court
Warren, NJ 07059
Florida · New Jersey · Ohio
Excel Capital Management Corp.
2000 - Present (26 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Madison, NJ
Hanley Capital Management, LLC
Series 65
Highland Park, NJ
Parkview Capital Management
Series 63, Series 65
Springfield, NJ
Purple Dog Investments LLC
Series 63
Long Valley, NJ
Tango Capital Management, LLC.(Tcm)
Series 65
Bridgewater, NJ
GA Advisors LLC
CFP®, Series 63, Series 65
Morristown, NJ
O'Dowd Asset Management LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")