Caleb John Dillard
President, Chief Financial Officer, Member, & Elected ManagerExencial Wealth Advisors, LLCCRD 6478861
About Caleb John Dillard
Caleb John Dillard is listed as President, Chief Financial Officer, Member, & Elected Manager at Exencial Wealth Advisors, LLC in Oklahoma City, OK. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Exencial Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Caleb John Dillard work?
Caleb John Dillard is listed as President, Chief Financial Officer, Member, & Elected Manager at Exencial Wealth Advisors, LLC on SEC Form ADV.
How much of Exencial Wealth Advisors, LLC does Caleb John Dillard own?
Form ADV reports a beneficial ownership band of Under 5%.
Exencial Wealth Advisors, LLC
| Title | President, Chief Financial Officer, Member, & Elected Manager |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2022 |