Unclaimed Profile

Michelle Renae Scarver

EXENCIAL WEALTH ADVISORS, LLC·OKLAHOMA CITY, Oklahoma

Series 7, Series 63Clean record23 years registeredEXENCIAL WEALTH ADVISORS, LLC

9108 N. KELLEY AVENUE, OKLAHOMA CITY, OK 73131CRD# 2808956Firm CRD# 130475

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michelle Renae Scarver · OKLAHOMA CITY, OK

Registration

CRD #2808956 · EXENCIAL WEALTH ADVISORS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

CAPTRUST

Oct 2019 – present

SOUTH TEXAS MONEY MANAGEMENT, LTD.

Jan 2019 – Dec 2019

SAN ANTONIO, TX

EXENCIAL WEALTH ADVISORS

Apr 2016 – Dec 2018

SAN ANTONIO, TX

NETTING & PACE CPAS

Sep 2002 – Apr 2016

SAN ANTONIO, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · September 3, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EXENCIAL WEALTH ADVISORS, LLC

CRD 130475 · SEC 801-62789

AUM

$5.0B

Regulatory assets under management

Employees

101

10,586 client accounts

Services offered by EXENCIAL WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at EXENCIAL WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Michelle Renae Scarver offer?

Michelle Renae Scarver specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OKLAHOMA CITY, Oklahoma for a consultation.

What are Michelle Renae Scarver's credentials?

Michelle Renae Scarver is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michelle Renae Scarver located?

Michelle Renae Scarver is based in OKLAHOMA CITY, Oklahoma, working with EXENCIAL WEALTH ADVISORS, LLC. Their office serves clients in the OKLAHOMA CITY metropolitan area and surrounding communities.

How does Michelle Renae Scarver charge for services?

Michelle Renae Scarver's firm is compensated through percentage of aum, hourly charges, subscription fees, other: revenue sharing arrangement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EXENCIAL WEALTH ADVISORS, LLC?

EXENCIAL WEALTH ADVISORS, LLC has approximately 101 employees and manages $5.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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