Excorde Capital LLC: applying for SEC registration, Conshohocken, PA

Excorde Capital LLC (Conshohocken, Pennsylvania): applying for SEC registration, Conshohocken, PA. Dated 83 days ago, it serves as a historical benchmark. Score 40/100. As of 2026-11-04, from SEC monthly roster of registered investment advisers (Form ADV data).

Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)

Free preview: all 9 published fields of this record are shown below. Locked: 32 related PA NewRiaPulse records and the 6-column CSV export.

FieldValue
FirmExcorde Capital LLC
Legal nameExcorde Capital LLC
CRD337589
StatusIn 120-day approval window
Registered with the SEC2026-08-14
Latest Form ADV filing2026-07-15
LocationConshohocken, PA, United States
Employees23
Websitehttps://www.excordecapital.com/
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  • Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
  • Record date: 2026-08-14
  • Data refreshed: 2026-11-04
  • Refunds on request within 14 days

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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 04 Nov 2026 21:45:24 GMT

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Peer benchmark and outreach value: Excorde Capital LLC and 33 Pennsylvania peers

  • Pennsylvania NewRiaPulse records like this one: 33
  • Timing: Low: older than 30 days
  • Estimated pipeline if you contact every Pennsylvania peer: $6,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)

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40 / 100 Score

  • Still in the approval window: vendors not yet chosen.
  • Website on file.

What is the NewRiaPulse record for Excorde Capital LLC in Conshohocken, Pennsylvania?

Excorde Capital LLC applied for SEC registration as an investment adviser (2026-08-14), based in Conshohocken, PA.

How does Excorde Capital LLC compare to other Pennsylvania NewRiaPulse records?

It is 83 days old; check the official source for later updates before acting.

Excorde Capital LLC vs. top 3 peers

OrganizationLocationRecord date
Excorde Capital LLCConshohocken, PA2026-08-14
E.T.S. Wealth Management, LLCHoschton, GA2026-10-30
67 Advisory LLC2026-10-30
Leagueshares Advisors, LLCBurlington, VT2026-10-30

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✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days

From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.

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