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Advisor

Stephen Price-Hughes

Excelsus Capital Management · Manhattan Beach, California

Stephen Price-Hughes is a fee-only financial advisor at Excelsus Capital Management in Manhattan Beach, California, who holds the CFP credential. Excelsus Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only CFP

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Facts

FirmExcelsus Capital Management
Based in Manhattan Beach, California
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$52.3M across 136 accounts
CredentialsCFP
SEC registration Investment adviser representative in CA · CRD 4059857
Exams passedSeries 63 (2001)
Firm size1 employee
Disclosures None reported
Websitewww.excelsuscapital.net
LinkedInProfile

How Stephen's firm compares

  • Excelsus Capital Management's average account is about $385,000, from its Form ADV (assets managed divided by 136 accounts).

What fee-only advisors charge in California

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Questions about Stephen

Is Stephen Price-Hughes a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Excelsus Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Stephen charge for financial advice?

Stephen's firm, Excelsus Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Stephen Price-Hughes based?

Stephen Price-Hughes is based in Manhattan Beach, California.

What credentials does Stephen Price-Hughes hold?

Stephen Price-Hughes holds the CFP credential.

Is Stephen Price-Hughes registered with the SEC?

Yes. Stephen Price-Hughes is registered as an investment adviser representative in CA (CRD 4059857), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Excelsus Capital Management manage?

Excelsus Capital Management reports $52.3M across 136 accounts in assets under management.

How do I contact Stephen Price-Hughes?

Through Stephen's website, www.excelsuscapital.net.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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