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EXENCIAL WEALTH ADVISORS, LLC, CRD 130475
OKLAHOMA CITY, OK
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BURNS WEALTH MANAGEMENT, INC. | Member | D | yes | 04/2014 | Aug 14, 2017 | Mar 28, 2024 |
| BURNS, JOHN, FORREST | CHIEF EXECUTIVE OFFICER AND ELECTED MANAGER | Na | yes | 01/2018 | Nov 21, 2011 | Mar 28, 2024 |
| BURNS, JOHN, FORREST | Shareholder | E | yes | 11/2002 | Nov 21, 2011 | Mar 28, 2024 |
| COURTNEY, TIMOTHY, MICHAEL | CHIEF INVESTMENT OFFICER & MEMBER | Na | yes | 01/2015 | Aug 14, 2017 | Mar 28, 2024 |
| DILLARD, CALEB, JOHN | CHIEF OPERATIONS OFFICER, CHIEF COMPLIANCE OFFICER, MEMBER, & ELECTED MANAGER | Na | yes | 06/2022 | Aug 14, 2017 | Mar 28, 2024 |
| FIRST UNITED BANK AND TRUST COMPANY | Member | C | yes | 06/2022 | Jul 30, 2021 | Mar 28, 2024 |
| HARBER, LACY | Owner | C | yes | 11/2016 | Aug 17, 2021 | Mar 28, 2024 |
| MASSEY, GREG | OWNER & CHIEF EXECUTIVE OFFICER | D | yes | 02/1998 | Aug 17, 2021 | Mar 28, 2024 |
| MASSEY, GREG | ELECTED MANAGER | Na | yes | 11/2022 | Aug 17, 2021 | Mar 28, 2024 |
| Northup, Derek, S | CHIEF FINANCIAL OFFICER & MEMBER | Na | yes | 01/2018 | Sep 26, 2019 | Mar 28, 2024 |
| SIMON, NEAL, JERRY | ELECTED MANAGER | Na | yes | 06/2022 | Sep 6, 2022 | Mar 28, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| ABRAHAM OLALDE | n/a | n/a | n/a | Y | no | n/a |
| ADA CARTRIGHT | n/a | n/a | n/a | Y | no | n/a |
| AMY SEWELL | n/a | n/a | n/a | Y | no | n/a |
| ANNA PARK | n/a | n/a | n/a | Y | no | n/a |
| AUSTIN WINSETT | n/a | n/a | n/a | Y | no | n/a |
| BRENDAN THOMAS SMITH | n/a | n/a | n/a | Y | no | n/a |
| CAMERON EDSON | n/a | n/a | n/a | Y | no | n/a |
| CHRIS MEEKS | n/a | n/a | n/a | Y | no | n/a |
| DEBORAH DOMSALLA | n/a | n/a | n/a | Y | no | n/a |
| DEREK NORTHUP | n/a | n/a | n/a | Y | no | n/a |
| FIRST UNITED BANK AND TRUST COMPANY | n/a | n/a | n/a | Y | no | n/a |
| JULIA ELLINGWOOD | n/a | n/a | n/a | Y | no | n/a |
| KYNDAL JORDAN | n/a | n/a | n/a | Y | no | n/a |
| MANAL COLEMAN | n/a | n/a | n/a | Y | no | n/a |
| MARY YOUNG | n/a | n/a | n/a | Y | no | n/a |
| NANCY CHAPMAN | n/a | n/a | n/a | Y | no | n/a |
| PHILIP IRVING ROSS | n/a | n/a | n/a | Y | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Huntersville | Nc | United States | 10 | no |
| Austin | TX | United States | 7 | no |
| Guilford | Ct | United States | 3 | no |
| Plano | TX | United States | 3 | no |
| WESTLAKE VILLAGE | CA | United States | 2 | no |
| Cincinnati | Oh | United States | 2 | no |
| Dallas | TX | United States | 2 | no |
| OLD LYME | Ct | United States | 1 | no |
| Stamford | Ct | United States | 1 | no |
| Tampa | FL | United States | 1 | no |
| Newtown | Pa | United States | 1 | no |
| SAN ANTONIO | TX | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 26, 2026 | $6.0B | $5.6B | 116 | 47 | 14 | n/a | n/a |
| 2024 | Mar 25, 2025 | $5.3B | $5.1B | 117 | 50 | 12 | n/a | n/a |
| 2023 | Mar 28, 2024 | $5.0B | $4.8B | 101 | 57 | 12 | n/a | n/a |
| 2022 | Mar 31, 2023 | $3.8B | $3.6B | 114 | 57 | 12 | n/a | n/a |
| 2021 | Mar 31, 2022 | $4.4B | $4.0B | 99 | 60 | 13 | n/a | n/a |
| 2020 | Mar 31, 2021 | $3.5B | $3.2B | 81 | 52 | 9 | n/a | n/a |
| 2019 | Mar 31, 2020 | $2.4B | $2.1B | 55 | 27 | 3 | n/a | n/a |
| 2018 | Apr 1, 2019 | $2.1B | $1.8B | 50 | 24 | 3 | n/a | n/a |
| 2017 | Mar 29, 2018 | $2.1B | $1.9B | 50 | 24 | 3 | n/a | n/a |
| 2016 | Mar 30, 2017 | $1.8B | $1.6B | 57 | 26 | n/a | n/a | n/a |
| 2015 | Mar 30, 2016 | $1.3B | $1.1B | 40 | 18 | n/a | n/a | n/a |
| 2014 | Mar 31, 2015 | $1.4B | $1.2B | 36 | 14 | n/a | n/a | n/a |
| 2013 | Mar 31, 2014 | $1.3B | $1.1B | 22 | 10 | n/a | n/a | n/a |
| 2012 | Apr 1, 2013 | $1.0B | $923M | 19 | 10 | n/a | n/a | n/a |
| 2011 | Mar 30, 2012 | $648M | $537M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 2 | -2 | n/a | 0 | 0 | 0 | 5 | 9 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $6.0B | $5.3B | 12.7% | $3.8B | 16.6% | 116 | 117 | 14 | 12 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| AMERITAS ADVISORY SERVICES, LLC | 3 | Nov 21, 2023 | Nov 14, 2023 | AUSTIN, TX | Team lift out | Ibd to RIA | 0.6% |
| SHORELINE FINANCIAL ADVISORS, LLC | 2 | Mar 16, 2023 | Feb 2, 2023 | GUILFORD, CT | Team lift out | RIA to RIA | 100.0% |
| WILLINGDON WEALTH MANAGEMENT LLC | 11 | Jul 10, 2020 | Jun 9, 2020 | HUNTERSVILLE, NC | Firm absorbed | RIA to RIA | 100.0% |
| NETTING & PACE CPAS | 2 | Apr 27, 2016 | Apr 12, 2016 | SAN ANTONIO, TX | Team lift out | Other | 100.0% |