EXDS Capital
SEC RegisteredStrategic Clarity
About the firm
EXDS Capital is a Registered Investment Adviser (CRD #338093) operating on a unified, research-driven framework, offering professional intelligence for self-directed investors and comprehensive capital stewardship for advisory clients. The firm provides direct CIO access with no intermediaries, no commissions, and a transparent fee structure.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
EXDS Insight: systematic research, macro outlooks, and tactical analysis for self-directed investors. EXDS Advisory: comprehensive investment management with direct CIO access, strategic capital stewardship through systematic and transparent execution.
Who they serve
Self-directed investors seeking professional-grade research and perspective, as well as individuals and entities seeking comprehensive investment management as advisory clients; available to qualified U.S. residents and select international prospects (excluding EU, UK, and EEA).
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $172k |
| High Net Worth Individuals | 0 | $0 |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $999,999 | 2.00% |
| $1,000,000 - $4,999,999 | 1.50% |
| $5,000,000 and above | 1.00% |
Data as of March 20, 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. EXDS Capital 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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