Exencial Wealth Advisors, Llc

Entity: Company
Business address: 9108 N. Kelley Ave., 73131 Oklahoma City, OK
Phone: 405-478-1971
Fiscal year end: December 31
Former names: Burns Wealth Management, Inc. (to 2/9/2015)
Signature 13F: Caleb Dillard - Chief Operations Officer
Signature Schedule 13D/G: EXENCIAL WEALTH ADVISORS, LLC - Chief Operations Officer, Member, and Elected Manager
All SEC filings: View on sec.gov

Exencial Wealth Advisors, Llc has filed 55 SEC EDGAR filings since 5/15/2013

Latest Filings

Form type	Document	Filing	Filing date	Reporting date	File number(s)
13F-HR	Open Document	Open Filing	May 9, 2025	Mar 31, 2025	028-15490
SCHEDULE 13G/A	Open Document	Open Filing	Apr 3, 2025
SCHEDULE 13G/A	Open Document	Open Filing	Feb 12, 2025
13F-HR	Open Document	Open Filing	Feb 6, 2025	Dec 31, 2024	028-15490
SC 13G	Open Document	Open Filing	Nov 1, 2024		005-94438
13F-HR	Open Document	Open Filing	Oct 31, 2024	Sep 30, 2024	028-15490
N-PX	Open Document	Open Filing	Sep 3, 2024	Jun 30, 2024	028-15490
13F-HR	Open Document	Open Filing	Aug 12, 2024	Jun 30, 2024	028-15490
13F-HR	Open Document	Open Filing	May 10, 2024	Mar 31, 2024	028-15490
SC 13G	Open Document	Open Filing	Feb 14, 2024		005-94438
13F-HR	Open Document	Open Filing	Feb 13, 2024	Dec 31, 2023	028-15490
13F-HR	Open Document	Open Filing	Nov 8, 2023	Sep 30, 2023	028-15490
13F-HR	Open Document	Open Filing	Aug 10, 2023	Jun 30, 2023	028-15490
13F-HR	Open Document	Open Filing	May 2, 2023	Mar 31, 2023	028-15490
13F-HR	Open Document	Open Filing	Feb 14, 2023	Dec 31, 2022	028-15490
13F-HR	Open Document	Open Filing	Nov 8, 2022	Sep 30, 2022	028-15490
13F-HR	Open Document	Open Filing	Aug 11, 2022	Jun 30, 2022	028-15490
13F-HR	Open Document	Open Filing	May 12, 2022	Mar 31, 2022	028-15490
13F-HR	Open Document	Open Filing	Feb 10, 2022	Dec 31, 2021	028-15490
13F-HR	Open Document	Open Filing	Nov 4, 2021	Sep 30, 2021	028-15490
13F-HR	Open Document	Open Filing	Aug 16, 2021	Jun 30, 2021	028-15490
13F-HR	Open Document	Open Filing	May 6, 2021	Mar 31, 2021	028-15490
13F-HR	Open Document	Open Filing	Feb 11, 2021	Dec 31, 2020	028-15490
13F-HR	Open Document	Open Filing	Nov 13, 2020	Sep 30, 2020	028-15490
13F-HR	Open Document	Open Filing	Aug 17, 2020	Jun 30, 2020	028-15490
13F-HR	Open Document	Open Filing	May 15, 2020	Mar 31, 2020	028-15490
13F-HR	Open Document	Open Filing	Feb 14, 2020	Dec 31, 2019	028-15490
13F-HR	Open Document	Open Filing	Nov 13, 2019	Sep 30, 2019	028-15490
13F-HR	Open Document	Open Filing	Aug 14, 2019	Jun 30, 2019	028-15490
13F-HR	Open Document	Open Filing	May 8, 2019	Mar 31, 2019	028-15490
13F-HR	Open Document	Open Filing	Feb 6, 2019	Dec 31, 2018	028-15490
13F-HR	Open Document	Open Filing	Nov 5, 2018	Sep 30, 2018	028-15490
13F-HR	Open Document	Open Filing	Aug 1, 2018	Jun 30, 2018	028-15490
13F-HR	Open Document	Open Filing	May 9, 2018	Mar 31, 2018	028-15490
13F-HR	Open Document	Open Filing	Feb 9, 2018	Dec 31, 2017	028-15490
13F-HR	Open Document	Open Filing	Nov 8, 2017	Sep 30, 2017	028-15490
13F-HR	Open Document	Open Filing	Aug 10, 2017	Jun 30, 2017	028-15490
13F-HR	Open Document	Open Filing	Apr 26, 2017	Mar 31, 2017	028-15490
13F-HR	Open Document	Open Filing	Jan 20, 2017	Dec 31, 2016	028-15490
13F-HR	Open Document	Open Filing	Nov 14, 2016	Sep 30, 2016	028-15490
13F-HR	Open Document	Open Filing	Aug 15, 2016	Jun 30, 2016	028-15490
13F-HR	Open Document	Open Filing	Apr 19, 2016	Mar 31, 2016	028-15490
13F-HR	Open Document	Open Filing	Feb 16, 2016	Dec 31, 2015	028-15490
13F-HR	Open Document	Open Filing	Nov 6, 2015	Sep 30, 2015	028-15490
13F-HR	Open Document	Open Filing	Aug 10, 2015	Jun 30, 2015	028-15490
13F-HR	Open Document	Open Filing	May 11, 2015	Mar 31, 2015	028-15490
13F-HR	Open Document	Open Filing	Feb 9, 2015	Dec 31, 2014	028-15490
13F-HR	Open Document	Open Filing	Nov 12, 2014	Sep 30, 2014	028-15490
13F-HR	Open Document	Open Filing	Aug 13, 2014	Jun 30, 2014	028-15490
13F-HR	Open Document	Open Filing	May 14, 2014	Mar 31, 2014	028-15490

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