Exencial Wealth Advisors

Exencial Wealth Advisors

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9108 N. Kelley Avenue

Oklahoma City, OK 73131

405-478-1971

exencialwealth.com

No. advisers: 57

AUM: $1,814,734,438

Asset Breakdown

Staff
Employees 57
Clients
High-net-worth individuals 26-50%
Financial planning clients N/A
High-net-worth client assets Up to 50%
Compensation
Percentage of assets under management Yes
Hourly charges Yes
Subscription fees No
Fixed fees Yes
Commissions No
Performance-based fees No
Total AUM Total Accounts Avg. Account AUM
Discretionary $1,588,891,630 2,984 $532,470
Non-discretionary 225842808 22 $10,265,582
Total $1,814,734,438 3,006 $603,704

RIA Rundown: By the Numbers

June 3, 2017 - The InvestmentNews RIA Data Center qualified over 1,900 fee-only registered investment advisory firms. For more information, please contact INResearch@investmentnews.com. Visit data.investmentnews.com/ria/ for more-complete profiles and interactive rankings....

Listed funds offer access to private equity with liquidity

April 10, 2017 - Investing in private equity can be like diving for pearls: incredibly rewarding, as long as you don't mind exhausting work and large amounts of risk. But a handful of mutual funds can give you exposure to the private equity market without as much work...

Means of transition

July 14, 2013 - Financial advisers invest blood, sweat and tears in the firms they create — and they want those firms to survive beyond their own working days. But many haven't figured out the best way to exit. In fact, only half of the industry has even begun to develop...

    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

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*Methodology: InvestmentNews qualified 1,906 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) nor one who is an insurance company or agency.

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