EXCEL CAPITAL MANAGEMENT CORP
CRD #109229 SEC #801-124719 WARREN, NJ 908-431-1770
SEC Registered
Total AUM
$175.1M
Discretionary
$175.1M
Employees
2
Clients
0
Accounts
189
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $175.1M | $175.1M | $0 | 2 | 0 |
| Mar 2024 | $148.8M | $148.8M | $0 | 2 | 0 |
| Mar 2023 | $121.2M | $121.2M | $0 | 2 | 0 |
| Dec 2022 | $140.3M | $140.3M | $0 | 2 | 0 |
| Mar 2022 | $140.3M | $140.3M | $0 | 2 | 0 |
| Mar 2022 | $140.3M | $140.3M | $0 | 2 | 0 |
| Jun 2012 | $73.7M | $73.7M | $0 | 1 | 26 |
| May 2012 | $73.7M | $73.7M | $0 | 1 | 26 |
| May 2012 | $73.7M | $73.7M | $0 | 1 | 26 |
| Mar 2012 | $73.7M | $73.7M | $0 | 1 | 26 |
| Mar 2011 | $74.7M | $74.7M | $0 | 5 | -- |
| Mar 2009 | $36.2M | $36.2M | $0 | 5 | -- |
| Mar 2008 | $49.2M | $49.2M | $0 | 5 | -- |
| Oct 2007 | $55.2M | $55.2M | $0 | 5 | -- |
| Oct 2007 | $55.2M | $55.2M | $0 | 5 | -- |
| Sep 2007 | $50.7M | $50.7M | $0 | 5 | -- |
| Mar 2007 | $50.7M | $50.7M | $0 | 5 | -- |
| Mar 2006 | $49.4M | $49.4M | $0 | 5 | -- |
| Sep 2005 | $46.5M | $46.5M | $0 | 5 | -- |
| Mar 2004 | $40.7M | $38.5M | $2.2M | 5 | -- |
| Apr 2002 | $31.7M | $29.2M | $2.5M | 5 | -- |
DateMar 2025
Total AUM$175.1M
Discretionary$175.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$148.8M
Discretionary$148.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$121.2M
Discretionary$121.2M
Non-Disc.$0
Employees2
Clients0
DateDec 2022
Total AUM$140.3M
Discretionary$140.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$140.3M
Discretionary$140.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$140.3M
Discretionary$140.3M
Non-Disc.$0
Employees2
Clients0
DateJun 2012
Total AUM$73.7M
Discretionary$73.7M
Non-Disc.$0
Employees1
Clients26
DateMay 2012
Total AUM$73.7M
Discretionary$73.7M
Non-Disc.$0
Employees1
Clients26
DateMay 2012
Total AUM$73.7M
Discretionary$73.7M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$73.7M
Discretionary$73.7M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$74.7M
Discretionary$74.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$36.2M
Discretionary$36.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$49.2M
Discretionary$49.2M
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$55.2M
Discretionary$55.2M
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$55.2M
Discretionary$55.2M
Non-Disc.$0
Employees5
Clients--
DateSep 2007
Total AUM$50.7M
Discretionary$50.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$50.7M
Discretionary$50.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$49.4M
Discretionary$49.4M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$46.5M
Discretionary$46.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$40.7M
Discretionary$38.5M
Non-Disc.$2.2M
Employees5
Clients--
DateApr 2002
Total AUM$31.7M
Discretionary$29.2M
Non-Disc.$2.5M
Employees5
Clients--