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EXENCIAL WEALTH ADVISORS
OKLAHOMA CITY, OK
405-478-1971
SEC #801-62789Total AUM
$6B
Employees
116Clients
3,183Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
9108 N. KELLEY AVENUE
OKLAHOMA CITY
OK 73131
United States
OKLAHOMA CITY
OK 73131
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
405-478-1971
Other Offices
14
Financials
Total AUM
$6B
Accounts
9,535Discretionary
$5.6B
Accounts
9,469Non-Discretionary
$353.8M
Accounts
66
Clients
Individual Clients
1,741AUM
$666M
HNW Individual Clients
1,345AUM
$4.4B
Pension/Profit Sharing Plan Clients
41AUM
$395.9M
Charitable Organization Clients
12AUM
$56.1M
Government Entity Clients
1AUM
$58.7M
Corporation or Business Clients
43AUM
$359.3M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
GENERAL CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Order (Past 10 Years)
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.