# EXENCIAL WEALTH ADVISORS, LLC

EXENCIAL WEALTH ADVISORS, LLC of OKLAHOMA CITY, OK is an SEC-registered investment adviser.

## Registration

- CRD: 130475
- Type: SEC-registered investment adviser
- SEC file number: 801-62789
- Location: 9108 N. KELLEY AVENUE, OKLAHOMA CITY, OK, 73131
- Phone: 405-478-1971
- Latest filing: 2026-03-26
- Regulatory AUM: $6.0B
- Discretionary AUM: $5.6B
- Non-discretionary AUM: $353.8M
- Clients: 116
- Accounts: 9,535

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other

## Officers, owners & control persons (20)

| Name | Role | Location |
| --- | --- | --- |
| Greg Massey | ELECTED MANAGER; OWNER & CHIEF EXECUTIVE OFFICER | Durant, OK |
| John Forrest Burns | CHIEF EXECUTIVE OFFICER AND ELECTED MANAGER; SHAREHOLDER | — |
| Timothy Michael Courtney | CHIEF INVESTMENT OFFICER & MEMBER | — |
| Lacy Harber | OWNER | — |
| Caleb John Dillard | CHIEF OPERATIONS OFFICER, MEMBER, & ELECTED MANAGER; PRESIDENT, CHIEF FINANCIAL OFFICER, MEMBER, & ELECTED MANAGER | — |
| Neal Jerry Simon | ELECTED MANAGER | — |
| Alexander Chance Berney | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER | — |
| BURNS JOHN FORREST | CEO; CEO AND CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER (+4 more) | — |
| SIMON NEAL JERRY | ELECTED MANAGER | — |
| DAWSON BRIAN JAMES | ELECTED MANAGER | — |
| COURTNEY WILLIAM MICHAEL | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER & MEMBER | — |
| GEORGOPOULOS JERRY PETER | CO-OWNER/CO-CEO; MEMBER AND CO-CEO; SHAREHOLDER | — |
| SCARVER MICHELLE RENAE | PRINCIPAL | — |
| PARDUHN JOY L | CHIEF COMPLIANCE OFFICER / CHIEF OPERATIONS OFFICER | — |
| DILLARD CALEB JOHN | CHIEF COMPLIANCE OFFICER / CHIEF OPERATIONS OFFICER; CHIEF OPERATIONS OFFICER; CHIEF OPERATIONS OFFICER, CHIEF COMPLIANCE OFFICER, MEMBER, & ELECTED MANAGER (+1 more) | — |
| BESIKOF SHAD HARRY | ELECTED MANAGER | — |
| Northup Derek S | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER & MEMBER | — |
| WELKE MARSHALL JAMES | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | — |
| MASSEY GREG | ELECTED MANAGER; OWNER & CHIEF EXECUTIVE OFFICER | — |
| HARBER LACY | OWNER | — |


## Disclosures (3)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2022-12-02 | regulatory | WITHOUT ADMITTING OR DENYING THE ALLEGATIONS DAVID C. POUDRIER ENTERED INTO A STIPULATION AND CONSENT AGREEMENT WITH THE STATE OF FLORIDA OFFICE OF FINANCIAL REGULATION WHICH FOUND THAT HE RENDERED INVESTMENT ADVICE FROM FLORIDA WITHOUT BEING APPROPRIATELY REGISTERED BY THE OFFICE. | Final | $13K |


## Branch offices (28)

_Showing 15 of 28 offices._

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| HUNTERSVILLE | NC | 13 | 704-659-7810 |
| HUNTERSVILLE | NC | 13 | 704-659-7810 |
| AUSTIN | TX | 5 | 512-372-8118 |
| AUSTIN | TX | 5 | 512-372-8118 |
| GUILFORD | CT | 3 | 2034586800 |
| PLANO | TX | 3 | 972-985-7162 |
| SAN ANTONIO | TX | 3 | (210) 738-3888 |
| SAN ANTONIO | TX | 3 | (210) 738-3888 |
| GUILFORD | CT | 3 | 2034586800 |
| PLANO | TX | 3 | 972-985-7162 |
| OLD LYME | CT | 2 | 860-434-5999 |
| WESTLAKE VILLAGE | CA | 2 | 805-435-0030 |
| DALLAS | TX | 2 | 972-985-7162 |
| OLD LYME | CT | 2 | 860-434-5999 |
| WESTLAKE VILLAGE | CA | 2 | 805-435-0030 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/130475/brochure
- Similar advisers: https://search.stillhousedata.com/firm/130475/similar
- Related entities: https://search.stillhousedata.com/firm/130475/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/130475

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.