EXENCIAL WEALTH ADVISORS, LLC of OKLAHOMA CITY, OK is an SEC-registered investment adviser (CRD 130475). Regulatory assets under management: $6.0B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.
| 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 | — |
| 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 |
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 |