EXCOMP ASSET MANAGEMENT LTD
SEC RegisteredWelcome to Excomp Asset Management
About the firm
Excomp Asset Management LTD (EAM) is an independent financial advisory and asset management firm. For over three decades, they have provided clients with full time professional portfolio management and retirement consulting. EAM represents its clients and does not sell products or receive commissions for its services.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Integrated investment advisory, estate planning, and tax services, including professional portfolio management and retirement consulting.
Who they serve
Individuals, IRAs, trusts, and corporate retirement plans.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 101 | $50M |
| High Net Worth Individuals | 36 | $76M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 9 | $14M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $999,999 | 1.00% |
| Next $1,000,000 | 0.80% |
| Balance over $2,000,000 | 0.60% |
Data as of April 14, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. EXCOMP ASSET MANAGEMENT LTD has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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