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Excel Financial, LLC

Excel Financial, LLC. CRD 145301

Excel Financial, LLC logo

CRD: 145301

Excel Financial, LLC

RED Wing, MN, 55066
6513886441
www.excelfinllc.com
$404.5M Total AUM
$348.4M Disc. AUM
-- 3Y CAGR
11 Employees
421 ADV. Clients
18 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS
Clients
Retail and Institutional
Platforms
BeaconUnison
Established Date
01-03-2008
Office Locations
4

Office Locations

321 Main Street RED Wing MN
919 Vermillion Street Suite 110 Hastings MN
-- Centennial CO

About Excel Financial, LLC

Excel Financial, LLC is a Red Wing, MN–based RIA serving retail and institutional clients, with financial planning and discretionary portfolio management for individuals, business owners and entrepreneurs. The firm builds diversified portfolios using mutual funds and ETFs with a fixed-income and risk-management/asset-allocation orientation, and also advises on retirement plans, tax, estate and insurance needs. Custody primarily via Schwab and Fidelity/NFS.

Team overview

50 AVG AGE
$57.8M AVG AUM / ADVISOR
$960.7K AVG AUM / CLIENT
11.1 yrs AVG TENURE
11 Employees
7 Advisory Reps
7 RIA Reps
18yrs Firm Age

Insights

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Asset Classes

Matrix delta Unison prime

Client Personas

Zenith Value

Custodian

Crest Delta focus Signal Ridge Catalyst Insight capital

Fund Managers

Catalyst vector

Investment Themes

Beacon Optima Optima

Investment Vehicles

Ridge signal Meridian

Platform

Harbor Prime

Services

Vertex Alpha frontier Signal quantum Signal beacon Wave glacier Atlas Legacy capital Timber Harbor Horizon meridian

Technology

Vital Foundation oak

Owner & Executives

JOHN RAYMOND LOQUAI

JOHN RAYMOND LOQUAI

Partner

CRD
#5877875
Ownership
25% but less than 50%
(644) 212-7734
frontier.oak@northcapital.com
in linkedin.com/in/momentum-vital
M

Michael Wayne Spangler

Managing Member, Partner

CRD
#7409263
Ownership
25% but less than 50%
(432) 919-5870
timber.vertex@bridgecapital.com
in linkedin.com/in/beacon-ember
E

Element meridian

Glacier foundation

CRD
#68327
Ownership
28.6%
(732) 267-9064
north.matrix@frontiercapital.com
in linkedin.com/in/prime-signal

Showing 2 of 4 owners & executives

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Contacts

C

Collin Lars Baska

--

CRD
#8276520
(719) 691-8160
alpha.signal@horizoncapital.com
in linkedin.com/in/signal-beacon
J

JAMES CRANDELL LONG

Investment Advisor

CRD
#1823411
(668) 287-8377
crest.quantum@embercapital.com
in linkedin.com/in/horizon-summit
M

Momentum vector

Oak oak pioneer

CRD
#42593
(896) 438-9893
vital.peak@eaglecapital.com
in linkedin.com/in/summit-north

Showing 2 of 7 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
07-14-2022
08-04-2023
07-11-2024
03-10-2025
05-29-2026
Category Assets AVG. Account size
Discretionary $348,390,973 $319,625
Non-Discretionary $56,073,741 $1,475,625
Total $404,464,714 $358,568

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Separately Managed Accounts

Total SMA Asset: $404,464,714

$404.5M Total SMA
Public Funds:
15.8%
Equity - Exchange:
21.2%
Cash:
26.5%
Municipal Bonds:
18.2%
Private Funds:
18.3%
Asset class Assets Assets %
Public Funds $1,136,630,017 15.8%
Equity - Exchange $1,525,098,504 21.2%
Cash $1,906,373,129 26.5%
Municipal Bonds $1,309,282,678 18.2%
Private Funds $1,316,476,538 18.3%
Total $7,193,860,866 100.0%

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