Caleb John Dillard appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Caleb John Dillard appears on 1 filing role across Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-08-12 | Form ADV | EXENCIAL WEALTH ADVISORS, LLC | CHIEF OPERATIONS OFFICER, MEMBER, & ELECTED MANAGER | OKLAHOMA CITY, OK |