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EXCELSUS CAPITAL MANAGEMENT

EXCELSUS CAPITAL MANAGEMENT, INC.

CRD 130886

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111 N. SEPULVEDA BLVD., SUITE 250, MANHATTAN BEACH, CA, 90266-6850, United States

Phone

310-376-1367

Fax

310-356-7287

Registration

— (—)

Source

State registered

Total AUM

$52.3M

Discretionary AUM

$52.3M

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-29

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals37$6.8M
High net worth individuals30$45.5M

All web addresses on file

Official SEC filing: View on IAPD