Unclaimed Profile

Shad Harry Besikof

EXENCIAL WEALTH ADVISORS, LLC·OKLAHOMA CITY, Oklahoma

SIE, Series 7, Series 9, Series 10, Series 63, Series 65Clean record27 years registeredEXENCIAL WEALTH ADVISORS, LLC

9108 N. KELLEY AVENUE, OKLAHOMA CITY, OK 73131CRD# 2724884Firm CRD# 130475

Profile Verification

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

Identity

Shad Harry Besikof · OKLAHOMA CITY, OK

Registration

CRD #2724884 · EXENCIAL WEALTH ADVISORS, LLC · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: EXENCIAL WEALTH ADVISORS, LLC

NEUBERGER BERMAN LLC

Mar 2012 – Mar 2013

IRVINE, CA

CHARLES SCHWAB & CO., INC.

Dec 1998 – Oct 2002

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · December 10, 1998

Years registered · 27

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 Shad Harry Besikof offer?

Shad Harry Besikof specializes in Financial Planning, Investment Management, Wealth Management.

What are Shad Harry Besikof's credentials?

Shad Harry Besikof is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Shad Harry Besikof located?

Shad Harry Besikof is based in OKLAHOMA CITY, Oklahoma, last registered with EXENCIAL WEALTH ADVISORS, LLC.

How does Shad Harry Besikof charge for services?

Shad Harry Besikof'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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