Excel Capital Management Corp

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.