Excel Capital Management Corp
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$168,617,308
Clients
58
Advisors
2
of 2 employees
About
Excel Capital Management Corp. provides discretionary investment management and related financial planning services to individuals, trusts, small businesses, and corporations, managing approximately $192.5 million in client assets. The firm primarily works with high‑net‑worth households — reflected in its $500,000 account minimum — and does not typically serve non‑high‑net‑worth individual retail clients.
Investment management follows a strategic asset‑allocation, core‑and‑satellite approach that uses index funds and ETFs as the core and selectively adds actively managed stocks and funds in satellite positions, with global diversification to control market risk. Accounts are managed on a discretionary basis under limited trading authorization, subject to regular (monthly or quarterly) reviews, and assets are custodied through a qualified custodian.
Noteworthy operational features include a small, supported advisory team managing a relatively concentrated client base and the firm’s practice of not voting client proxies (clients retain voting responsibility, with recommendations available on request). The brochure also discloses availability of IPO participation upon request and formal business‑continuity and information‑security programs, including an agreement with another advisory firm to address loss of key personnel.
Client services
Expertise
Occupation focus
Fee options
$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
Main office
12 Stratford Court
Warren NJ 07059
Advisors at this office
2
Most active in
Florida · New Jersey · Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Advisors at this firm
Yash N
CFP®, Series 63, Series 65
Warren, NJ
Excel Capital Management Corp
Yash Niphadkar is a CFP® with 12 years of industry experience, currently serving at Excel Capital Management Corp since 2021. His prior roles include positions at Lenox Wealth Advisors, First Republic Securities Company, Bank of America, and Merrill Lynch. Excel Capital Management Corp. provides discretionary investment management and financial advice primarily to high-net-worth individuals, trusts, small businesses, and corporations. The firm employs a core-and-satellite investment approach, managing approximately $175 million in client assets with custody held by third-party custodians.
Pradeep N
Series 63
Warren, NJ
Excel Capital Management Corp
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.
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