E
Exciten Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,500,000
Clients
1
100% 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
1
Very LowAverage account size
$1,500,000
About
Exciten Capital provides discretionary portfolio management and investment advice to individual and small business clients, operating under asset‑based fee arrangements common among independent advisers. The firm limits its client roster, offers services through non‑public transactions, and currently manages a single account.
The firm’s investment process is primarily quantitative, allocating assets among mutual funds, ETFs, stocks, bonds and other instruments with full discretionary authority. Exciten Capital may use leverage, short selling and derivatives, and its compensation structure can include both an asset‑based management fee and, for eligible (qualified) clients, a performance‑based incentive allocation calculated on net gains.
Distinctive features include an intentional exclusion of non‑high‑net‑worth individual clients and a stated intent to restrict the number of clients, which results in a very small, selective client base. Combined with a quantitatively driven strategy that may employ higher‑risk techniques, this selective client focus differentiates its profile from many similarly sized independent advisers.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
Up to 25% incentive allocation of net income allocated to the Client annually, applicable only to "qualified clients"
Account minimum: $250,000 (waivable)
Main office location
Exciten Capital LLC
La Canada CA, United States
Number of offices
1
Most active in
Exciten Capital LLC 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
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