Exencial Wealth Advisors

Registered investment advisor · Oklahoma City, Oklahoma · CRD #130475

Assets Under Management

$6B

Client Accounts

9,535

Employees

116

CRD Number

130475

Registration

SEC Registered

Custodian

National Financial Services Llc, Charles Schwab & Co., Inc.

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Exencial Wealth Advisors

Exencial Wealth Advisors is a national registered investment advisor based in Oklahoma City, Oklahoma, founded in 2003. The firm has approximately 111 employees and manages over $5.5 billion in assets for more than 3,157 clients. Exencial operates additional offices in several states, including Texas, North Carolina, Pennsylvania, California, Ohio, and Florida, serving high-net-worth individuals and institutional clients through a team of certified professionals. The firm offers a comprehensive

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Exencial Wealth Advisors

Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

Frequently Asked Questions

What is Exencial Wealth Advisors's AUM?

Exencial Wealth Advisors reports approximately $6B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Exencial Wealth Advisors headquartered?

Exencial Wealth Advisors is headquartered in Oklahoma City, Oklahoma.

What is Exencial Wealth Advisors's CRD number?

Exencial Wealth Advisors's CRD number is 130475. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.