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EXENCIAL WEALTH ADVISORS

9108 N. Kelley Avenue
Oklahoma City, Oklahoma 73131
Tel: 405-478-1971

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About EXENCIAL WEALTH ADVISORS

EXENCIAL WEALTH ADVISORS, formally registered with the SEC as EXENCIAL WEALTH ADVISORS. The firm was established in 02/09/2004. They have over 13 offices throughout the country.

EXENCIAL WEALTH ADVISORS is a Oklahoma City, Oklahoma based Financial Planning firm with nearly $3,769,638,990 assets under management, offering retirement planning & investment advisory services to 4629 clients. The firm is staffed with 114 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#130475
SEC#801-62789
Assets Managed by Firm$3,769,638,990
No. of Clients4629
No. of Advisors114

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Other(REVENUE SHARING ARRANGEMENT)

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total4629$3,769,638,990
Individuals (other than high net worth individuals)2380$670,664,567
High net worth individuals2095$2,652,106,530
Pension and profit sharing plans11$230,474,986
Charitable organizations33$23,686,362
Corporations or other businesses110$137,404,678

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