Excelsus Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$52,296,890
Clients
67
45% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
67
Very HighAverage account size
$780,551
About
Excelsus Capital Management is a state-registered investment adviser that provides continuous investment supervisory services and written financial planning to individual clients (including some high-net-worth individuals) and certain corporate clients. The firm gathers detailed client information through interviews and questionnaires to develop personalized investment policies and written plans.
The adviser manages accounts on either a discretionary or non-discretionary basis and employs a mix of methods — including fundamental, technical/charting, quantitative and qualitative analysis — together with asset-allocation strategies. Portfolios may include a wide range of instruments (mutual funds, ETFs, equities, fixed income, options) and, when suitable for a client, private partnership interests such as real estate and oil-and-gas investments, with accounts reviewed at least quarterly.
Distinctive features relative to many peers include a requirement that advisory clients custody assets through a single institutional platform (Fidelity) and an explicit willingness to implement private partnership interests, including oil and gas, which is less common for firms of this size. The firm also provides written financial-planning deliverables, may reduce planning fees when clients also engage its portfolio management, and does not vote client proxies.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Fee options
Fixed fees typically ranging from $500 to $15,000 for Financial Planning
$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000 - $3,000,000: 1.00% $3,000,000 - $5,000,000: 0.80% $5,000,000 - $10,000,000: 0.65% $10,000,000 - $20,000,000: 0.50% $20,000,000+: Negotiable
$250 to $350 per hour for Financial Planning
Fee-only: Financial Planning fees charged hourly at $250 to $350 per hour; Fixed fees ranging from $500 to $15,000
Main office location
Excelsus Capital Management
111 N. Sepulveda Blvd., Suite 250
Manhattan Beach CA 90266-6850, United States
Number of offices
1
Most active in
Excelsus Capital Management has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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