Excalibur Management Corp

$712.1MAssets under management
as of Sep 2026 · SEC Form ADV
Waltham, MA
Visit website
7 people on Advicer connected to this.

Tech stack

No one at Excalibur Management Corp has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Excalibur Management Corp's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Fnz Trust Company
Per Form ADV · $281M held · filed Oct 2024
Fidelity
Per Form ADV · $179M held · filed Oct 2024
Schwab
Per Form ADV · $61M held · filed Oct 2024