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Stephen John Price-Hughes

Excelsus Capital Management

Manhattan Beach, CA

CRD 4059857

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Employer firm

Excelsus Capital Management CRD 130886

$52.3M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Excelsus Capital Management

111 N. Sepulveda Blvd., Suite 250, Manhattan Beach, CA 90266-6850 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2004-05-25
  • CA RA
    APPROVED
    Since 2004-05-25

Branch Locations

111 N. Sepulveda Blvd., Ste. 250, Manhattan Beach, CA 90266 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Excelsus Capital Management, Inc. Manhattan Beach CA 02/2004 Present
  • 02/2004 → Present
    Excelsus Capital Management, Inc.
    Manhattan Beach, CA
Previous Registrations
  • 2001-07-31 → 2003-07-22
    Wells Fargo Investments, Llc
    Long Beach, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-05-07
  • S63 Uniform Securities Agent State Law Examination
    2001-05-07
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

BEACH CITIES WEALTH MANAGEMENT, LLC
ACIES INVESTMENTS MANAGEMENT, LLC
WALLENDER, TIMOTHY JOSEPH

Nearby Investors

BRETT VAN COTT NIVEN
MICHAEL PAUL WOODS
TIMOTHY WALLENDER

Nearby Offices

BEACH CITIES WEALTH MANAGEMENT, LLC · MANHATTAN BEACH, CA
ACIES INVESTMENTS MANAGEMENT, LLC · MANHATTAN BEACH, CA
WALLENDER, TIMOTHY JOSEPH · MANHATTAN BEACH, CA

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