EXENCIAL WEALTH ADVISORS, LLC

EXENCIAL WEALTH ADVISORS
OKLAHOMA CITY, Oklahoma·11 registered advisors·CRD# 130475
SEC# 801-6278912405-478-1971
01

Firm Overview

AUM
$5.0B
Regulatory assets under management
Employees
101
Total firm employees
Advisors
11
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REVENUE SHARING ARRANGEMENT
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at EXENCIAL WEALTH ADVISORS, LLC

11 registered advisors
Caleb John Dillard
OKLAHOMA CITY, Oklahoma
Derek S Northup
OKLAHOMA CITY, Oklahoma
Jerry Peter Georgopoulos
OKLAHOMA CITY, Oklahoma
John Forrest Burns
OKLAHOMA CITY, Oklahoma
Joy L Parduhn
OKLAHOMA CITY, Oklahoma
Lacy Harber
OKLAHOMA CITY, Oklahoma
Mark James Dawson
OKLAHOMA CITY, Oklahoma
Marshall James Welke
OKLAHOMA CITY, Oklahoma
Michelle Renae Scarver
OKLAHOMA CITY, Oklahoma
Shad Harry Besikof
OKLAHOMA CITY, Oklahoma
Timothy Michael Courtney
OKLAHOMA CITY, Oklahoma
05

Office Locations

OKLAHOMA CITY, Oklahoma
11 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. EXENCIAL WEALTH ADVISORS, LLC (CRD# 130475) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.