EXENCIAL WEALTH ADVISORS

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

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 $5,015,687,471 assets under management, offering retirement planning & investment advisory services to 10586 clients. The firm is staffed with 101 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	130475
SEC#	801-62789
Assets Managed by Firm	$5,015,687,471
No. of Clients	10586
No. of Advisors	101

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (REVENUE SHARING ARRANGEMENT)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (GENERAL CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	10586	$5,015,687,471
Individuals (other than high net worth individuals)	1959	$724,548,719
High net worth individuals	1475	$3,836,188,173
Pension and profit sharing plans	Fewer than 5 clients	$239,339,522
Charitable organizations	27	$28,105,758
Corporations or other businesses	58	$127,044,827

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