EXCEL FINANCIAL, LLC
CRD #145301 SEC #801-107211 RED WING, MN (651) 388-6441
SEC Registered
Total AUM
$333.5M
Discretionary
$326.1M
Employees
6
Clients
251
Accounts
1,093
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $333.5M | $326.1M | $7.4M | 6 | 6 |
| Mar 2025 | $333.5M | $326.1M | $7.4M | 6 | 6 |
| Jul 2024 | $319.5M | $311.2M | $8.4M | 6 | 8 |
| Mar 2024 | $319.5M | $311.2M | $8.4M | 6 | 8 |
| Mar 2024 | $319.5M | $311.2M | $8.4M | 6 | 8 |
| Aug 2023 | $258.3M | $251.8M | $6.5M | 6 | 24 |
| Mar 2023 | $239.9M | $233.7M | $6.2M | 6 | 24 |
| Jul 2022 | $257.4M | $244.6M | $12.7M | 7 | 7 |
| Feb 2022 | $257.4M | $244.6M | $12.7M | 7 | 7 |
| Jul 2021 | $214.7M | $198.3M | $16.4M | 7 | 4 |
| Mar 2021 | $214.7M | $198.3M | $16.4M | 6 | 4 |
| Jun 2020 | $185M | $174.8M | $10.2M | 6 | 0 |
| May 2020 | $185M | $174.8M | $10.2M | 6 | 0 |
| Mar 2020 | $185M | $174.8M | $10.2M | 6 | 0 |
| Mar 2019 | $148.4M | $144M | $4.4M | 6 | 3 |
| Jul 2018 | $151.5M | $146.8M | $4.8M | 6 | 3 |
| Mar 2018 | $151.5M | $146.8M | $4.8M | 6 | 3 |
| Dec 2017 | $140.5M | $136.9M | $3.6M | 6 | 0 |
| Sep 2017 | $140.5M | $136.9M | $3.6M | 7 | 290 |
| Apr 2017 | $117.8M | $114.2M | $3.6M | 7 | 290 |
| Mar 2017 | $117.8M | $114.2M | $3.6M | 7 | 290 |
| Mar 2016 | $101.9M | $98.5M | $3.4M | 7 | 300 |
| Jan 2016 | $101.9M | $98.5M | $3.4M | 7 | 400 |
| Jan 2016 | $101.9M | $98.5M | $3.4M | 7 | 400 |
| Jan 2012 | $39.3M | $34.9M | $4.5M | 1 | 300 |
| Dec 2011 | $39.3M | $34.9M | $4.5M | 1 | 300 |
| Mar 2011 | $39.3M | $34.9M | $4.5M | 5 | -- |
| Mar 2011 | $39.3M | $34.9M | $4.5M | 5 | -- |
| Jan 2010 | $28.4M | $26.1M | $2.3M | 5 | -- |
| Jan 2008 | $29M | $6.5M | $22.5M | 5 | -- |
| Jan 2008 | $0 | $0 | $0 | 5 | -- |
| Jan 2008 | $0 | $0 | $0 | 5 | -- |
| Dec 2007 | $0 | $0 | $0 | 5 | -- |
| Oct 2007 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$333.5M
Discretionary$326.1M
Non-Disc.$7.4M
Employees6
Clients6
DateMar 2025
Total AUM$333.5M
Discretionary$326.1M
Non-Disc.$7.4M
Employees6
Clients6
DateJul 2024
Total AUM$319.5M
Discretionary$311.2M
Non-Disc.$8.4M
Employees6
Clients8
DateMar 2024
Total AUM$319.5M
Discretionary$311.2M
Non-Disc.$8.4M
Employees6
Clients8
DateMar 2024
Total AUM$319.5M
Discretionary$311.2M
Non-Disc.$8.4M
Employees6
Clients8
DateAug 2023
Total AUM$258.3M
Discretionary$251.8M
Non-Disc.$6.5M
Employees6
Clients24
DateMar 2023
Total AUM$239.9M
Discretionary$233.7M
Non-Disc.$6.2M
Employees6
Clients24
DateJul 2022
Total AUM$257.4M
Discretionary$244.6M
Non-Disc.$12.7M
Employees7
Clients7
DateFeb 2022
Total AUM$257.4M
Discretionary$244.6M
Non-Disc.$12.7M
Employees7
Clients7
DateJul 2021
Total AUM$214.7M
Discretionary$198.3M
Non-Disc.$16.4M
Employees7
Clients4
DateMar 2021
Total AUM$214.7M
Discretionary$198.3M
Non-Disc.$16.4M
Employees6
Clients4
DateJun 2020
Total AUM$185M
Discretionary$174.8M
Non-Disc.$10.2M
Employees6
Clients0
DateMay 2020
Total AUM$185M
Discretionary$174.8M
Non-Disc.$10.2M
Employees6
Clients0
DateMar 2020
Total AUM$185M
Discretionary$174.8M
Non-Disc.$10.2M
Employees6
Clients0
DateMar 2019
Total AUM$148.4M
Discretionary$144M
Non-Disc.$4.4M
Employees6
Clients3
DateJul 2018
Total AUM$151.5M
Discretionary$146.8M
Non-Disc.$4.8M
Employees6
Clients3
DateMar 2018
Total AUM$151.5M
Discretionary$146.8M
Non-Disc.$4.8M
Employees6
Clients3
DateDec 2017
Total AUM$140.5M
Discretionary$136.9M
Non-Disc.$3.6M
Employees6
Clients0
DateSep 2017
Total AUM$140.5M
Discretionary$136.9M
Non-Disc.$3.6M
Employees7
Clients290
DateApr 2017
Total AUM$117.8M
Discretionary$114.2M
Non-Disc.$3.6M
Employees7
Clients290
DateMar 2017
Total AUM$117.8M
Discretionary$114.2M
Non-Disc.$3.6M
Employees7
Clients290
DateMar 2016
Total AUM$101.9M
Discretionary$98.5M
Non-Disc.$3.4M
Employees7
Clients300
DateJan 2016
Total AUM$101.9M
Discretionary$98.5M
Non-Disc.$3.4M
Employees7
Clients400
DateJan 2016
Total AUM$101.9M
Discretionary$98.5M
Non-Disc.$3.4M
Employees7
Clients400
DateJan 2012
Total AUM$39.3M
Discretionary$34.9M
Non-Disc.$4.5M
Employees1
Clients300
DateDec 2011
Total AUM$39.3M
Discretionary$34.9M
Non-Disc.$4.5M
Employees1
Clients300
DateMar 2011
Total AUM$39.3M
Discretionary$34.9M
Non-Disc.$4.5M
Employees5
Clients--
DateMar 2011
Total AUM$39.3M
Discretionary$34.9M
Non-Disc.$4.5M
Employees5
Clients--
DateJan 2010
Total AUM$28.4M
Discretionary$26.1M
Non-Disc.$2.3M
Employees5
Clients--
DateJan 2008
Total AUM$29M
Discretionary$6.5M
Non-Disc.$22.5M
Employees5
Clients--
DateJan 2008
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateDec 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--