OKLAHOMA CITY, OKCRD 130475Latest ADV March 26, 2026
Exencial Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Oklahoma City, OK. Its latest Form ADV filing, dated March 26, 2026, reports $6.0B in regulatory assets under management, 116 employees, 14 offices, and 9,535 accounts.
Assets Under Management
$6.0B
Employees
116
Offices
14 offices
Total Clients
3,182
Primary office
OKLAHOMA CITY, OK
9108 N. KELLEY AVENUE, OKLAHOMA CITY, OK, United States
Top client segmentIndividuals represent 54.7% of total clients.
Top client categories% of clientsClients
1
Individuals
54.7%
1,741
2
HNWI
42.3%
1,345
3
Corporations
1.4%
43
4
Pension Plans
1.3%
41
5
Charitable
0.4%
12
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$6.0Bas of March 26, 2026
Discretionary94.1%
$5.6B
94% of total RAUM94.1%
Non-discretionary5.9%
$354M
6% of total RAUM5.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$6.0B
Total Accounts9,535
10Y AUM Change+$4.2B (+229.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees116
Clients per Employee27:1
10Y Employee Change+59 (+103.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.