Investment adviser · CRD 130475
EXENCIAL WEALTH ADVISORS
Investment adviser filing (IA)
EXENCIAL WEALTH ADVISORS, LLC
OKLAHOMA CITY, OK, United States · Form ADV filed Mar 26, 2026
- Regulatory AUM
- $5.98B Form ADV · Item 5.F
- Client accounts
- 9,535 Accounts, not individual clients
- Employees
- 116 Reported in this filing
- Advisory professionals
- 47 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 1,345 | $4,440,017,504 | 74.3% |
| Individuals | 1,741 | $666,003,436 | 11.1% |
| Retirement plans | 41 | $395,926,895 | 6.6% |
| Corporations & businesses | 43 | $359,295,137 | 6.0% |
| Government entities | Fewer than 5 | $58,699,133 | 1.0% |
| Charities | 12 | $56,077,656 | 0.9% |
Filing source
Form ADV 2073308 · Mar 26, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 26, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
9108 N. KELLEY AVENUEOKLAHOMA CITY, OK, 73131, United States
CRD 130475
Filing source
Form ADV 2073308 · Mar 26, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.