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EXCALIBUR MANAGEMENT CORP

WALTHAM, MA · CRD 110836 · IAPD ↗ · excalmgmt.com · (617) 916-9669

$712.1MRegulatory AUM
7Advisory reps
12Employees
0Clients
51-100Planning clients
0Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — EXCALIBUR MANAGEMENT CORP notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
January 2026 — EXCALIBUR MANAGEMENT CORP notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
November 2024 — EXCALIBUR MANAGEMENT CORP notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
September 2024 — EXCALIBUR MANAGEMENT CORP notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.