Excomp Asset Management

Excomp Asset Management

Excomp Asset Management was founded in 1993 and maintains its headquarters in Melville, New York. The firm is structured as a registered investment adviser, providing discretionary and non-discretionary portfolio management to a client base that includes individuals, high-net-worth households, and corporate entities. Its Long Island location positions it within a dense corridor of private wealth, serving business owners and professionals who accumulated capital through operating companies, professional practices, and real estate. The firm does not publicly disclose its principals, ownership structure, or assets under management, which is consistent with the private orientation typical of regional wealth-management practices. The firm's stated investment advisory services encompass asset allocation, security selection, and ongoing portfolio monitoring. Public regulatory filings indicate a traditional, multi-asset-class approach spanning equities, fixed-income securities, and cash equivalents, with client accounts managed on a separately-managed basis rather than through pooled funds. The geographic footprint is concentrated in the New York metropolitan area, with no indication of secondary offices or an institutional separate-accounts program. There is no public record of venture capital, private equity, or direct real estate investment activity conducted through this entity. The professional team and total client-asset base are not publicly documented. The firm has not announced any fund launches, strategic acquisitions, or leadership transitions in the regulatory or trade press. As a smaller registered investment adviser, Excomp likely operates with a lean team structure, outsourcing custody and certain back-office functions to third-party providers while retaining investment decision-making in-house. The absence of a LinkedIn presence or media coverage further indicates a practice built on direct referrals rather than institutional marketing. The structural differentiator for Excomp is its posture as a true local advisory practice in an era of consolidation. While the wealth-management industry has trended toward roll-ups, national brands, and technology platforms, Excomp appears to remain independent, serving a concentrated geographic client base with direct principal involvement. For families that value a single point of contact and a stable advisory relationship, this model stands apart from the call-center or team-based approach of larger firms. The firm's longevity — exceeding three decades — signals durable client relationships and conservative business management.