| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexander Chance Berney Control | Chief Compliance Officer | Under 5% | 2025 |
| Burns Wealth Management, Inc. Control | Member | 50-75% | 2014 |
| Caleb John Dillard Control | Chief Operations Officer, Member, & Elected Manager | Under 5% | 2022 |
Exencial Wealth Advisors, LLC reports $5.3 billion in regulatory assets under management on its Form ADV.
Exencial Wealth Advisors, LLC reports 117 employees.
Exencial Wealth Advisors, LLC is based in Oklahoma City, OK.
Exencial Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 9108 N. Kelley Avenue, Oklahoma City, OK 73131 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| Discloses disciplinary history | Yes |
| Discretionary | $5.09B |
| Non-discretionary | $215.9M |
| Total (RAUM) | $5.3B |