Overview

Exencial is a national Registered Investment Advisor that began in 2003 with a foundation of superior advice and execution. Since our genesis, we have constructed a team of CPAs, CFA Charterholders, CFP®s, and CIMA®s to execute across the many disciplines of wealth management. These disciplines include tax preparation, individual investment management, financial planning, advanced estate plan construction, risk management, and philanthropy.

We are seeking growth minded warehouse teams, IBD advisors, and/or RIA firms who like what they do, but believe they can get greater scale by partnering with a larger firm. The idea is that we can get bigger, better, and stronger together than doing it alone. While our geographic focus is Texas an Oklahoma, we are open to partnering with great advisors who are aligned culturally in other parts of the country, as well.

Please make an inquiry to discuss details further.

Last Activity
within 3 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...