Exencial Wealth Advisors

Exencial Wealth Advisors (CRD# 130475) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $3,489,925,445 in 6,455 accounts and serve the financial needs of clients across 42 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,490
    MILLION
  • Total Number of Accounts
    6,455
    ACCOUNTS
  • Average Account Value
    $540,655
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI

Financial Advisors at Exencial Wealth Advisors
Showing 1 - 10 of 44 top financial advisors.
1
James A. Bailey
CRD#: 2726041
9108 N. Kelley Avenue, Oklahoma City, OK 73131

James Bailey (CRD# 2726041) 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. James Bailey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jeffrey L. Baty
CRD#: 4130613
9108 N. Kelley Avenue, Oklahoma City, OK 73131

Jeffrey Baty (CRD# 4130613) is an Investment Advisor Representative working at Exencial Wealth Advisors in Oklahoma City, OK and has over 21 years of experience in the finance industry.

3
Karen L. Boschert
CRD#: 5450762
9108 N. Kelley Avenue, Oklahoma City, OK 73131

Karen Boschert (CRD# 5450762) is an Investment Advisor Representative working at Exencial Wealth Advisors in Oklahoma City, OK and has over 13 years of experience in the finance industry.

4
Christopher J. Brown
CRD#: 3265510
9108 N. Kelley Avenue, Oklahoma City, OK 73131

Christopher Brown (CRD# 3265510) is an Investment Advisor Representative working at Exencial Wealth Advisors in Oklahoma City, OK and has over 22 years of experience in the finance industry.

5
John F. Brown
CRD#: 2076607
2601 Network Blvd, Suite 400, Frisco, TX 75034

John Brown (CRD# 2076607) is an Investment Advisor Representative working at Exencial Wealth Advisors in Frisco, TX and has over 21 years of experience in the finance industry.

6
John F. Burns
CRD#: 1538784
9108 N. Kelley Avenue, Oklahoma City, OK 73131

John Burns (CRD# 1538784) is an Investment Advisor Representative working at Exencial Wealth Advisors in Oklahoma City, OK and has over 35 years of experience in the finance industry. John Burns has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Kristin R. Carlton
CRD#: 5733620
7373 Broadway, Suite 400, San Antonio, TX 78209

Kristin Carlton (CRD# 5733620) is an Investment Advisor Representative working at Exencial Wealth Advisors in San Antonio, TX and has over 12 years of experience in the finance industry. Kristin Carlton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Timothy M. Courtney
CRD#: 2700992
9108 N. Kelley Avenue, Oklahoma City, OK 73131

Timothy Courtney (CRD# 2700992) is an Investment Advisor Representative working at Exencial Wealth Advisors in Oklahoma City, OK and has over 25 years of experience in the finance industry.

9
Caleb J. Dillard
CRD#: 6478861
9108 N. Kelley Avenue, Oklahoma City, OK 73131

Caleb Dillard (CRD# 6478861) is an Investment Advisor Representative working at Exencial Wealth Advisors in Oklahoma City, OK and has over 6 years of experience in the finance industry.

10
Jacob L. Downing
CRD#: 5184222
13801 Reese Blvd. West, Suite 155, Huntersville, NC 28078

Jacob Downing (CRD# 5184222) is an Investment Advisor Representative working at Exencial Wealth Advisors in Huntersville, NC and has over 15 years of experience in the finance industry. Jacob Downing has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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