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Caleb John Dillard

Chief Operations Officer, Member, & Elected ManagerExencial Wealth Advisors, LLCCRD 6478861

About Caleb John Dillard

Caleb John Dillard is listed as Chief Operations Officer, Member, & Elected Manager at Exencial Wealth Advisors, LLC in Oklahoma City, OK. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Exencial Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Caleb John Dillard work?

Caleb John Dillard is listed as Chief Operations Officer, Member, & Elected Manager at Exencial Wealth Advisors, LLC on SEC Form ADV.

How much of Exencial Wealth Advisors, LLC does Caleb John Dillard own?

Form ADV reports a beneficial ownership band of Under 5%.

Exencial Wealth Advisors, LLC

TitleChief Operations Officer, Member, & Elected Manager
OwnershipUnder 5%
Control personYes
Since2022
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