RIA Intel›Advisers›Oklahoma›EXENCIAL WEALTH ADVISORS, LLC

EXENCIAL WEALTH ADVISORS, LLC

Advisory

N·OKLAHOMA CITY, OK

Data as of Mar 26, 2026 · Source: SEC Form ADV

Total AUM

$6.0B

1-Year AUM Growth

+33.0%

3-Year CAGR

+12.9%

Employees

47

Assets Under Management

Total AUM$6.0B

Discretionary AUM$5.6B

Non-Discretionary AUM$354M

Discretionary %94.1%

Total Clients3,215

Team

Total Employees47

Investment Advisers116

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record76

First FilingFeb 5, 2004

Latest FilingMar 26, 2026

🔒 Full AUM trend chart and 76 historical filings spanning 22+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on EXENCIAL WEALTH ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.