Exencial Wealth Advisors
Exencial Wealth Advisors (CRD# 130475) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $3,769,638,990 in 4,629 accounts and serve the financial needs of clients across 43 states (or territories).
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Total Assets Under Management3,770MILLION
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Total Number of Accounts4,629ACCOUNTS
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Average Account Value$814,353
- 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
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI
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 23 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 Oklahoma City, OK and has over 39 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.