Exencial Wealth Advisors LLC

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Assets, Funds, Holdings

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CAFR Data
Exencial Wealth Advisors LLC
CRD #130475
SEC #801-62789
CIK #
AUM $2.4 BB (90% Disc, 100% US, 2020-03-31)
Employees55 (49% Investors, 0% Brokers)
Phone405-478-1971
Address9108 N Kelley Avenue
Oklahoma City, OK 73131
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($BB)
5.04.03.02.01.00.02002200820142021
Sector Issuer Cap ($MM) Value ($MM)
NVS 194,650.0 17.0
IEMG 13.2
AAPL 1,372,810.0 11.4
MSFT 1,376,930.0 9.5
FAS 7.5
AMZN 1,207,970.0 6.7
GOOGL 970,260.0 6.5
DIS 218,470.0 6.3
BLK 79,400.0 6.2
FB 661,560.0 5.8
View All
Holdings by Sector ($)
0.40.30.20.20.10.02014201620182020
Comparable Firms State AUM ($BB)
Feldman Ingardona & Co
IL 2.4
Guardian Capital Advisors LP
2.4
Freedom Capital Management LLC
MA 2.4
Montag & Caldwell LLC
GA 2.4
Oppenheimer Capital
NY 2.4
Hood River Capital Management LLC
OR 2.4
Foster Group Inc
IA 2.3
South State Advisory Inc
SC 2.3
RSW Investments Holdings LLC
NJ 2.3
Aspiriant Investment Advisors LLC
OH 2.3
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