EXENCIAL WEALTH ADVISORS, LLC

EXENCIAL WEALTH ADVISORS
OKLAHOMA CITY, Oklahoma·7 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
7
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

7 registered advisors
Caleb John Dillard
OKLAHOMA CITY, Oklahoma
Jerry Peter Georgopoulos
OKLAHOMA CITY, Oklahoma
John Forrest Burns
OKLAHOMA CITY, Oklahoma
Joy L Parduhn
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
7 advisors

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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.