Excel Capital Management

Excel Capital Management

Founded in 2000 by Mitchell Stern, Excel Capital Management operates as a registered investment advisor in Warren, New Jersey. The firm provides wealth management services to individuals, high-net-worth families, and corporate clients. Mitchell Stern serves as President and Chief Compliance Officer, while Eric Stern runs the investment program as Chief Investment Officer — a second-generation leadership structure typical of durable family-office-adjacent RIAs. Excel Capital Management takes a broad mandate across traditional liquid markets. The firm constructs portfolios spanning equities, fixed income, and cash management, with tax planning integrated into the investment process. Client accounts are managed on a discretionary basis, with asset allocation tailored to individual liquidity needs and risk tolerance. The firm does not publicly disclose specific portfolio holdings, but its ADV filings indicate a focus on publicly traded securities, mutual funds, and ETFs rather than direct private investments or venture capital. The firm maintains a single office in Warren, New Jersey, serving clients concentrated in the tri-state area. Team size and total assets under management are not publicly disclosed. Excel Capital Management does not operate adjacent philanthropic foundations, real-asset vehicles, or club-investment structures. Its operational posture is that of a classic independent RIA — personalized portfolio management with an emphasis on tax efficiency and long-term client relationships. Excel Capital Management's structural differentiator is its family-run continuity. The father-son partnership between Mitchell and Eric Stern creates a governance model where investment philosophy and client relationships transfer seamlessly across generations — a feature institutional allocators value in wealth managers serving intergenerational family capital.