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Exencial Wealth Advisors
Exencial Wealth Advisors was established in Oklahoma City in 2003 by John F. Burns. Its wealth base stems from ongoing fee-based advisory relationships rather...
Exencial Wealth Advisors
Exencial Wealth Advisors was established in Oklahoma City in 2003 by John F. Burns. Its wealth base stems from ongoing fee-based advisory relationships rather than proceeds from a single operating company. The firm allocates across public equities, private equity, real estate, infrastructure and commodities. It maintains a direct co-investment platform and fund-of-funds exposure. Geographic reach covers North America with confirmed allocations extending to Europe, Asia, Africa, the Caribbean, the Middle East, Oceania and South America. Confirmed holdings include positions in Apple, Microsoft and NVIDIA alongside value-oriented ETFs. The firm employs an open-architecture model that gives clients access to institutional private investments. It operates additional offices in Dallas, Austin, San Antonio and Old Lyme, Connecticut. June 2025 reporting indicated the firm was pursuing a sale of a minority stake. Exencial maintains the Mitchell's Shade Endowment Fund, established in 2023, to support environmental and educational initiatives in Oklahoma. A minority stake is held by First United Bank, creating a hybrid structure that pairs wealth management with banking services. This arrangement supplies capital for acquisitions while embedding custody and lending capabilities directly into client mandates.
General information
Firm type
Multi Family Office
Year founded
2003
AUM
$5.9B
Location
Region
North America
Country
United States
City
Oklahoma City
Corporate office
9108 N Kelley Ave, Oklahoma City, OK 73131, United States
Additional offices
Dallas, TX · Austin, TX · San Antonio, TX · Old Lyme, CT
Principals
John F. Burns
CEO and Founder
Sector focus
Frequently asked questions
Who runs investment decisions at Exencial Wealth Advisors?
John F. Burns serves as CEO and founder. Investment decisions integrate discretionary portfolio management with tax and financial planning for client families.
Does Exencial Wealth Advisors participate in fund commitments or only direct deals?
The firm uses both fund-of-funds commitments and direct co-investments through an open-architecture platform.
Where does the underlying wealth come from?
Wealth originates from fee-based investment management relationships built with senior corporate executives and entrepreneurial families.
How is Exencial Wealth Advisors related to First United Bank?
First United Bank holds a minority stake acquired in 2021 and serves as a strategic partner providing banking services to clients.
What investment stages does Exencial Wealth Advisors typically target?
The firm targets growth and value stages across public and private markets.
Does Exencial Wealth Advisors maintain philanthropic structures?
Yes. The Mitchell's Shade Endowment Fund was established in 2023 to support tree giveaways and scholarships in Oklahoma.
Which sectors does Exencial Wealth Advisors explicitly avoid?
The firm maintains a hard exclusion on digital assets and Web3 exposure.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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