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- Custodian
- Charles Schwab & Company · Fidelity/NFS · FNZ Trust
- Clients
- Retail and Institutional
- Platforms
- EagleEagle summit
- Established Date
- 09-11-1991
- Office Locations
- 3
Office Locations
About Excalibur Management Corp
Excalibur Management Corp is an independent RIA providing investment management and risk analysis, family advisory, holistic wealth planning, and private business advisory for high-net-worth families and business owners. The firm emphasizes customized, risk-appropriate strategies to preserve and grow wealth, with portfolios heavily using ETFs and high-quality taxable and municipal fixed income, and longstanding multigenerational client relationships. Custody commonly via Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
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Services
Technology
Owner & Executives
MICHAEL WILLIAM DELDUCHETTO
Founder, MANAGING DIRECTOR, President
- CRD
- #2389721
- Ownership
- 50% but less than 75%
MARC HAMILTON OHLER
Managing Director, PRINCIPAL
- CRD
- #4318901
- Ownership
- 50% but less than 75%
Meridian fusion
Vertex quantum
- CRD
- #72834
- Ownership
- 33.9%
Showing 2 of 3 owners & executives
Unlock allContacts
MATTHEW MICHAEL DELDUCHETTO
Director
- CRD
- #4845864
BRENDAN CHARLES HERLIHY
Senior Vice President
- CRD
- #2620937
Fusion vertex
Vector north momentum
- CRD
- #68938
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $707,341,597 | $855,310 |
| Non-Discretionary | $4,734,546 | $105,212 |
| Total | $712,076,143 | $816,601 |
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Separately Managed Accounts
Total SMA Asset: $712,076,143
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $881,313,792 | 13.5% |
| Municipal Bonds | $835,616,040 | 12.8% |
| U.S. Government/Agency | $1,416,630,317 | 21.7% |
| Corporate - Investment Grade | $1,814,853,586 | 27.8% |
| Public Funds | $1,096,746,052 | 16.8% |
| Cash | $483,090,523 | 7.4% |
| Total | $6,528,250,310 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| UNISON RADIAL CAPITAL | EMBER QUANTUM | NU0PMVYVI | KNZ | 11.25% | $51,256,275 |
| PIONEER WAVE MATRIX | OAK SUMMIT | LIHV4GSI0 | GKUJ | 7.59% | $101,678,133 |
| UNISON HARBOR HARBOR | HORIZON DELTA | AQWZ789OR | VJXWY | 0.86% | $58,854,801 |
| ALPHA TIMBER | FUSION UNISON | FJK64IDUX | XHC | 11.93% | $48,370,903 |
| GLACIER PEAK PATHWAY | ZENITH HORIZON | UT48ZWH06 | GMEO | 3.09% | $42,456,316 |
| HORIZON BRIDGE FOUNDATION | VITAL RADIAL | A1HWFK0Z8 | EHSBG | 1.39% | $39,237,673 |
| ATLAS FOUNDATION | INSIGHT CATALYST | GGOJ4RRO8 | RCLT | 1.22% | $115,473,383 |
| MATRIX OPTIMA ATLAS | CAPITAL GLACIER | HCAAG727A | UKZO | 8.08% | $50,799,234 |