LP Profile

Excel Capital Management

Also known as excel

Wealth ManagerWarren, United StatesFounded 2000
Warren
Headquarters
Investment Focus

About Excel Capital Management

Excel Capital Management is a wealth manager based in Warren, US. Founded in 2000.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Excel Capital Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$192.5M
Total Clients
192
Filing Date
March 24, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Excel Capital Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Excel Capital Management?

Excel Capital Management is a wealth manager based in Warren, United States.

Where is Excel Capital Management headquartered?

Excel Capital Management is headquartered in Warren, United States.

When was Excel Capital Management founded?

Excel Capital Management was founded in 2000.

How can I contact Excel Capital Management?

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