Exencial Wealth Advisors LLC

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Assets, Funds, Holdings

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Exencial Wealth Advisors LLC
CRD #130475
SEC #801-62789
CIK #0001576151
AUM$2.0 BB
Employees50
Phone405-478-1971
Address9108 N Kelley Avenue
Oklahoma City, OK 73131
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
NVS 208,170.0 16.5
FAS 14.5
AAPL 843,560.0 12.0
BLK 68,070.0 8.4
FB 491,090.0 8.3
MSFT 865,660.0 7.9
VOE 7.4
DIS 171,070.0 6.1
CL 56,740.0 6.0
GOOGL 819,810.0 6.0
View All
Holdings by Sector ($BB)
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Retirement Investment Advisors Inc
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BOK Financial Securities Inc
0.8
SPUR Capital Partners LLC
0.8
Warwick Investment Group LLC
1.1
TOM Johnson Investment Management LLC
1.2
Knightsbridge Advisers LLC
1.2
Argonaut Private Capital LP
2.0
Capital Advisors Inc
2.2