Exencial Wealth Advisors, LLC
CRD 130475SEC# 801-62789Oklahoma City, OK
No longer SEC-registered. Exencial Wealth Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$5.98B
Employees
116
Accounts
9,535
Location
Oklahoma City, OK
Exencial Wealth Advisors, LLC assets under management
Exencial Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Oklahoma City, OK. It reports $6 billion in regulatory assets under management and employs 116 people.
Exencial Wealth Advisors, LLC owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexander Chance Berney Control | Chief Compliance Officer, Chief Operations Officer | Under 5% | 2025 |
| Burns Wealth Management, Inc. Control | Member | 50-75% | 2014 |
| Caleb John Dillard Control | President, Chief Financial Officer, Member, & Elected Manager | Under 5% | 2022 |
| First United Bank and Trust Company Control | Member | 10-25% | 2022 |
| Greg Massey Control | Elected Manager | Under 5% | 2022 |
| John Forrest Burns Control | Chief Executive Officer And Elected Manager | Under 5% | 2018 |
| Neal Jerry Simon Control | Elected Manager | Under 5% | 2022 |
| Timothy Michael Courtney Control | Chief Investment Officer & Member | Under 5% | 2015 |
| Greg Massey Control | Owner & Chief Executive Officer | 50-75% | 1998 |
| John Forrest Burns Control | Shareholder | Over 75% | 2002 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Exencial Wealth Advisors, LLC manage?
Exencial Wealth Advisors, LLC reports $6 billion in regulatory assets under management on its Form ADV.
How many employees does Exencial Wealth Advisors, LLC have?
Exencial Wealth Advisors, LLC reports 116 employees.
Where is Exencial Wealth Advisors, LLC located?
Exencial Wealth Advisors, LLC is based in Oklahoma City, OK.
Does Exencial Wealth Advisors, LLC disclose fund performance?
Exencial Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9108 N. Kelley Avenue, Oklahoma City, OK 73131 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| Discloses disciplinary history | Yes |
Regulatory AUM
$5.98B▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 11%
Larger than 89% of 16,271 advisers
EmployeesTop 6%
More than 94% of 16,825 advisers
Assets under management
$5.98Bregulatory AUM
Discretionary $5.62BNon-discretionary $353.8M