CRD: 130886
Excelsus Capital Management
$52.3M Total AUM
$52.3M Disc. AUM
-- 3Y CAGR
1 Employees
67 ADV. Clients
22 yrs Firm Age
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- Custodian
- Bank OF America · Fidelity/NFS · Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-25-2004
- Office Locations
- 1
Office Locations
111 N. Sepulveda Blvd., Ste. 250 Manhattan Beach CA
About Excelsus Capital Management
Excelsus Capital Management, Inc. is a founder-led RIA in Manhattan Beach, CA delivering personalized wealth management, financial planning, and investment advisory services for individuals and businesses. The firm supports goals like retirement planning, asset allocation, and charitable giving through customized investment management, led by Stephen Price-Hughes, CFA, CFP®.
Team overview
44 AVG AGE
$52.3M AVG AUM / ADVISOR
$780.6K AVG AUM / CLIENT
22.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
STEPHEN JOHN PRICE-HUGHES
Advisor, President
- CRD
- #4059857
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,296,890 | -- |
| Non-Discretionary | $0 | -- |
| Total | $52,296,890 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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