Exencial Wealth Advisors
Exencial Wealth Advisors (CRD# 130475) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $5,015,687,471 in 10,586 accounts and serve the financial needs of clients across 50 states (or territories).
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Total Assets Under Management5,016MILLION
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Total Number of Accounts10,586ACCOUNTS
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Average Account Value$473,804
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
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AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
James Bailey (CRD# 2726041) is an Investment Advisor Representative working at Exencial Wealth Advisors in Oklahoma City, OK and has over 26 years of experience in the finance industry.
Jeffrey Baty (CRD# 4130613) is an Investment Advisor Representative working at Exencial Wealth Advisors in Oklahoma City, OK and has over 24 years of experience in the finance industry.
Karen Boschert (CRD# 5450762) is an Investment Advisor Representative working at Exencial Wealth Advisors in Oklahoma City, OK and has over 16 years of experience in the finance industry.
David Bregger (CRD# 1277916) is an Investment Advisor Representative working at Exencial Wealth Advisors in Austin, TX and has over 40 years of experience in the finance industry.
Christopher Brown (CRD# 3265510) is an Investment Advisor Representative working at Exencial Wealth Advisors in Oklahoma City, OK and has over 24 years of experience in the finance industry.
John Brown (CRD# 2076607) is an Investment Advisor Representative working at Exencial Wealth Advisors in Dallas, TX and has over 24 years of experience in the finance industry.
John Burns (CRD# 1538784) is an Investment Advisor Representative working at Exencial Wealth Advisors in Oklahoma City, OK and has over 37 years of experience in the finance industry.
Kristin Carlton (CRD# 5733620) is an Investment Advisor Representative working at Exencial Wealth Advisors in San Antonio, TX and has over 14 years of experience in the finance industry.
Timothy Courtney (CRD# 2700992) is an Investment Advisor Representative working at Exencial Wealth Advisors in Oklahoma City, OK and has over 28 years of experience in the finance industry.
Caleb Dillard (CRD# 6478861) is an Investment Advisor Representative working at Exencial Wealth Advisors in Oklahoma City, OK and has over 9 years of experience in the finance industry.