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: 48

AUM: $1,678,215,828

Asset Breakdown

Staff
Employees 48
Clients
High-net-worth individuals 51-75%
Financial planning clients N/A
High-net-worth client assets Up to 75%
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 $1,456,089,130 2,897 $502,620
Non-discretionary 222126698 25 $8,885,068
Total $1,678,215,828 2,922 $574,338

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...

401(k) bond funds get a makeover

March 22, 2015 - Amid increased regulatory attention to fund selection, the threat of rising rates and last year's drama surrounding Bill Gross' departure from Pimco, 401(k) bond fund lineups are undergoing a face-lift. Historically, while plan sponsors and financial...

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

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*Methodology: InvestmentNews qualified 1,778 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2016. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (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) not one who is an insurance company or agency.