SourcingSourcing

EXCALIBUR MANAGEMENT CORP

C47
CRD 110836·SEC 801-39935·WALTHAM, MA
AUM
$712.1M
$500M-$1B
Est. Revenue
$7.1M
@ 1% on AUM
Est. EBITDA
$2.1M
@ 30% margin
Est. Deal Value
$17.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
EXCALIBUR MANAGEMENT CORP
CRD
110836
SEC file #
801-39935
EIN
043125731
DBA names
—

Economics

AUM
$712.1M
AUM band
$500M-$1B
AUM trajectory
'20'26
$401.9M → $712.1M▲ +77%
Client mix
Individuals Other176
Individuals High Net Worth131

Operations

Employees (total)
12
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'20'26
7 advisors → 7 advisors▬ 0%
Primary office
WALTHAM MA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
excalmgmt.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DELDUCHETTO, MICHAEL, WILLIAM
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
DELDUCHETTO, MICHAEL, WILLIAM
OHLER, MARC, HAMILTON
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
EXCALMGMT.COM
Rdap Domain Creation Date
2000-03-09T14:37:38Z
Rdap Firm Age Years
26
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
7
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001009003
Edgar Registered
Yes
Edgar Filing Count
112
Edgar First Filing Date
1999-05-12
Edgar Last Filing Date
2026-05-05
Edgar 13f Count
110
Edgar 13f Latest AUM Estimate
Filing Date2026-05-05
Accession0001009003-26-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
7
Bc Firm Active IA Count
19
Bc Firm IAR Count
19
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Edgar Addresses
Mailing
BAY COLONY CORPORATE CENTER950 WINTER STREET NORTH, SUITE 4100WALTHAM, MA 02451
Business
BAY COLONY CORPORATE CENTER950 WINTER STREET NORTH, SUITE 4100WALTHAM, MA 02451
Edgar EIN
043125731
Edgar Recent Filings
13F-HR2026-05-05 · 0001009003-26-000003
13F-HR2026-02-10 · 0001009003-26-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-09T14:37:38Z
Rdap Domain Last Changed
2026-01-08T08:08:44Z
Rdap Nameservers
Arturo.ns.cloudflare.comKelly.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Active
Top Owner CRD
2389721
Trust Company Affiliate
No

People (13)

13
OHLER, MARC, HAMILTON
IAR · Direct Owner · 62.5%
4318901
DELDUCHETTO, MICHAEL, WILLIAM
IAR · Direct Owner · 62.5%
2389721
BRUNO, ELLEN, MARIE
Executive Officer · 2.5%
2183780
DAVID NEAL LEGGETT
IAR
5337887
KIMBERLY LOUREE LEGGETT
IAR
5340071
WAYNE DONALD WETZEL
IAR
1356174
BRENDAN CHARLES HERLIHY
IAR
2620937
BRADLEY JAY ARAVE
IAR
5482571
MATTHEW MICHAEL DELDUCHETTO
IAR
4845864
CAREY SYLVAN MCCRADY
IAR
5192241
RISENMAY, CHRISTIAN, BRAD
IAR
4534437
JAMES ALAN WATSON
IAR
5962288
JAMES MICHAEL BRAY
IAR
4786682