Excelsus Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
111 N. Sepulveda Blvd., Ste. 250
Manhattan Beach CA 90266
Advisors at this office
1
Most active in
California
Also doing business as
Excelsus Capital Management · Excelsus Capital Management, Inc.
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.
Forms ADV
Quick links
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