Exencial Wealth Advisors

9108 North Kelley Avenue

Oklahoma City, OK 73131

888-478-1971

About Exencial Wealth Advisors

Exencial is a national Registered Investment Advisor that began in 2003 with a foundation of superior advice and execution. Since our genesis, we have constructed a team of CPA's, CFA Charterholders, CFP^®'s, and CIMA^®'s to execute across the many disciplines of wealth management. These disciplines include tax preparation, individual investment management, financial planning, estate plan construction, risk management, and philanthropy. Our clients have access to the Portfolio Management Team whose members oversee our investment management strategies that include individual stocks, individual bonds, options, ETFs and mutual funds.

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General Information

Firm Start Year

2003

No. of Employees

100-499

Firm CRD#

130475

States Licensed in

All states

Work with the following types of clients

Individual Investors, Businesses, Non-Profit Organizations

Advisory Services Provided

Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Tax Advice and Services

Services

Investment Types

Stocks, Bonds, Mutual Funds, Exchange Traded Funds (ETFs)

Can meet clients in the following ways

Phone, Our Offices, Video Conference

Compliance

Registered Investment Advisor

Yes

Acknowledged fiduciary

Yes

Criminal Disclosures in Last 5 years

I have a clean record

Firm Information

Firm's Number of Clients

3,228

Assets Managed by Firm

$5.30B

Compensation and Fees

Fee Structure

Fee-Based

Disclosures

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Additional Detailed Disclosures
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