EXCALIBUR MANAGEMENT CORP

CRD 110836File 801-39935

APPROVED

Retail clients

Custody

Filing as of Mar 26, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$712.1M

Above cohort median (national)

Discretionary AUM

$707.3M

Non-discretionary $4.7M

Clients

307

872 accounts

Employees

Below cohort median in MA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: BRO
Registration date: Sep 11, 1991
Principal office: BAY COLONY CORPORATE CENTER, 950 WINTER STREET NORTH, SUITE 4100, WALTHAM, MA, 02451
Phone: (617) 916-9669
Website: https://www.excalmgmt.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $712.1M
Discretionary AUM: $707.3M
Non-discretionary AUM: $4.7M
Discretionary accounts: 827
Non-discretionary accounts: 45
Total accounts: 872
AUM per client: $2.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$33.7M
Charitable organizations	Fewer than 5	$16.7M
High net worth individuals	131	$553.1M
Pension and profit sharing plans	Fewer than 5	$2.9M
Individuals (other than high net worth individuals)	176	$105.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.