EXENCIAL WEALTH ADVISORS, LLC
Legal name: EXENCIAL WEALTH ADVISORS
CRD #130475 SEC #801-62789 OKLAHOMA CITY, OK 405-478-1971
SEC Registered
Total AUM
$5.3B
Discretionary
$5.1B
Employees
117
Clients
--
Accounts
9,357
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oklahoma
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 12, 2025
- Branch Offices
- 14
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BESIKOF, SHAD, HARRY | I | ELECTED MANAGER | NA | Control |
| BESIKOF, SHAD, HARRY | I | ELECTED MANAGER | NA | Control |
| BESIKOF, SHAD, HARRY | I | ELECTED MANAGER | NA | Control |
| BESIKOF, SHAD, HARRY | I | ELECTED MANAGER | NA | Control |
| BESIKOF, SHAD, HARRY | I | ELECTED MANAGER | NA | Control |
| BESIKOF, SHAD, HARRY | I | ELECTED MANAGER | NA | Control |
| BESIKOF, SHAD, HARRY | I | ELECTED MANAGER | NA | Control |
| BESIKOF, SHAD, HARRY | I | ELECTED MANAGER | NA | Control |
| BESIKOF, SHAD, HARRY | I | ELECTED MANAGER | NA | Control |
| BURNS, JOHN, FORREST | I | CHIEF EXECUTIVE OFFICER AND ELECTED MANAGER | NA | Control |
| BURNS, JOHN, FORREST | I | CHIEF EXECUTIVE OFFICER AND ELECTED MANAGER | NA | Control |
| BURNS, JOHN, FORREST | I | CHIEF EXECUTIVE OFFICER AND ELECTED MANAGER | NA | Control |
| BURNS, JOHN, FORREST | I | CHIEF EXECUTIVE OFFICER AND ELECTED MANAGER | NA | Control |
| BURNS, JOHN, FORREST | I | CHIEF EXECUTIVE OFFICER AND ELECTED MANAGER | NA | Control |
| BURNS, JOHN, FORREST | I | CHIEF EXECUTIVE OFFICER AND ELECTED MANAGER | NA | Control |
| BURNS, JOHN, FORREST | I | CHIEF EXECUTIVE OFFICER AND ELECTED MANAGER | NA | Control |
| BURNS, JOHN, FORREST | I | CHIEF EXECUTIVE OFFICER AND ELECTED MANAGER | NA | Control |
| BURNS, JOHN, FORREST | I | CHIEF EXECUTIVE OFFICER AND ELECTED MANAGER | NA | Control |
| BURNS, JOHN, FORREST | I | CHIEF EXECUTIVE OFFICER AND ELECTED MANAGER | NA | Control |
| BURNS, JOHN, FORREST | I | CHIEF EXECUTIVE OFFICER AND ELECTED MANAGER | NA | Control |
| BURNS, JOHN, FORREST | I | CHIEF EXECUTIVE OFFICER AND ELECTED MANAGER | NA | Control |
| BURNS, JOHN, FORREST | I | CHIEF EXECUTIVE OFFICER AND ELECTED MANAGER | NA | Control |
| BURNS, JOHN, FORREST | I | CHIEF EXECUTIVE OFFICER AND ELECTED MANAGER | NA | Control |
| BURNS, JOHN, FORREST | I | CHIEF EXECUTIVE OFFICER AND ELECTED MANAGER | NA | Control |
| BURNS, JOHN, FORREST | I | CHIEF EXECUTIVE OFFICER AND ELECTED MANAGER | NA | Control |
| BURNS, JOHN, FORREST | I | CHIEF EXECUTIVE OFFICER AND ELECTED MANAGER | NA | Control |
| BURNS, JOHN, FORREST | I | CHIEF EXECUTIVE OFFICER AND ELECTED MANAGER | NA | Control |
| BURNS, JOHN, FORREST | I | CHIEF EXECUTIVE OFFICER AND ELECTED MANAGER | NA | Control |
| BURNS, JOHN, FORREST | I | CHIEF EXECUTIVE OFFICER AND ELECTED MANAGER | NA | Control |
| BURNS, JOHN, FORREST | I | CHIEF EXECUTIVE OFFICER AND ELECTED MANAGER | NA | Control |
| BURNS, JOHN, FORREST | I | CHIEF EXECUTIVE OFFICER AND ELECTED MANAGER | NA | Control |
| BURNS, JOHN, FORREST | I | CHIEF EXECUTIVE OFFICER AND ELECTED MANAGER | NA | Control |
| BURNS, JOHN, FORREST | I | CHIEF EXECUTIVE OFFICER AND ELECTED MANAGER | NA | Control |
| BURNS, JOHN, FORREST | I | CHIEF EXECUTIVE OFFICER AND ELECTED MANAGER | NA | Control |
| BURNS, JOHN, FORREST | I | CHIEF EXECUTIVE OFFICER AND ELECTED MANAGER | NA | Control |
| BURNS, JOHN, FORREST | I | CHIEF EXECUTIVE OFFICER AND ELECTED MANAGER | NA | Control |
| BURNS, JOHN, FORREST | I | CHIEF EXECUTIVE OFFICER AND ELECTED MANAGER | NA | Control |
| BURNS, JOHN, FORREST | I | CHIEF EXECUTIVE OFFICER AND ELECTED MANAGER | NA | Control |
| BURNS, JOHN, FORREST | I | CHIEF EXECUTIVE OFFICER AND ELECTED MANAGER | NA | Control |
| BURNS, JOHN, FORREST | I | CHIEF EXECUTIVE OFFICER AND ELECTED MANAGER | NA | Control |
| BURNS, JOHN, FORREST | I | CHIEF EXECUTIVE OFFICER AND ELECTED MANAGER | NA | Control |
| BURNS, JOHN, FORREST | I | CHIEF EXECUTIVE OFFICER AND ELECTED MANAGER | NA | Control |
| BURNS, JOHN, FORREST | I | CHIEF EXECUTIVE OFFICER AND ELECTED MANAGER | NA | Control |
| BURNS, JOHN, FORREST | I | CHIEF EXECUTIVE OFFICER AND ELECTED MANAGER | NA | Control |
| BURNS, JOHN, FORREST | I | CHIEF EXECUTIVE OFFICER AND ELECTED MANAGER | NA | Control |
| BURNS, JOHN, FORREST | I | CHIEF EXECUTIVE OFFICER AND ELECTED MANAGER | NA | Control |
| BURNS, JOHN, FORREST | I | CHIEF EXECUTIVE OFFICER AND ELECTED MANAGER | NA | Control |
| BURNS, JOHN, FORREST | I | CHIEF EXECUTIVE OFFICER AND ELECTED MANAGER | NA | Control |
| BURNS, JOHN, FORREST | I | CHIEF EXECUTIVE OFFICER AND ELECTED MANAGER | NA | Control |
| BURNS, JOHN, FORREST | I | CHIEF EXECUTIVE OFFICER AND ELECTED MANAGER | NA | Control |
| BURNS, JOHN, FORREST | I | CHIEF EXECUTIVE OFFICER AND ELECTED MANAGER | NA | Control |
| Berney, Alexander, Chance | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Berney, Alexander, Chance | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COURTNEY, TIMOTHY, MICHAEL | I | CHIEF INVESTMENT OFFICER | NA | |
| COURTNEY, TIMOTHY, MICHAEL | I | CHIEF INVESTMENT OFFICER | NA | |
| COURTNEY, TIMOTHY, MICHAEL | I | CHIEF INVESTMENT OFFICER | NA | |
| COURTNEY, TIMOTHY, MICHAEL | I | CHIEF INVESTMENT OFFICER | NA | |
| COURTNEY, TIMOTHY, MICHAEL | I | CHIEF INVESTMENT OFFICER | NA | |
| COURTNEY, TIMOTHY, MICHAEL | I | CHIEF INVESTMENT OFFICER | NA | |
| COURTNEY, TIMOTHY, MICHAEL | I | CHIEF INVESTMENT OFFICER | NA | |
| COURTNEY, TIMOTHY, MICHAEL | I | CHIEF INVESTMENT OFFICER | NA | |
| COURTNEY, TIMOTHY, MICHAEL | I | CHIEF INVESTMENT OFFICER | NA | |
| COURTNEY, TIMOTHY, MICHAEL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| COURTNEY, TIMOTHY, MICHAEL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| COURTNEY, TIMOTHY, MICHAEL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| COURTNEY, TIMOTHY, MICHAEL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| COURTNEY, TIMOTHY, MICHAEL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| COURTNEY, TIMOTHY, MICHAEL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| COURTNEY, TIMOTHY, MICHAEL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| COURTNEY, TIMOTHY, MICHAEL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| COURTNEY, TIMOTHY, MICHAEL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| COURTNEY, TIMOTHY, MICHAEL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| COURTNEY, TIMOTHY, MICHAEL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| COURTNEY, TIMOTHY, MICHAEL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| COURTNEY, TIMOTHY, MICHAEL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| COURTNEY, TIMOTHY, MICHAEL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| COURTNEY, TIMOTHY, MICHAEL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| COURTNEY, TIMOTHY, MICHAEL | I | CHIEF INVESTMENT OFFICER & MEMBER | NA | Control |
| COURTNEY, TIMOTHY, MICHAEL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| COURTNEY, TIMOTHY, MICHAEL | I | CHIEF INVESTMENT OFFICER & MEMBER | NA | Control |
| COURTNEY, TIMOTHY, MICHAEL | I | CHIEF INVESTMENT OFFICER & MEMBER | NA | Control |
| COURTNEY, TIMOTHY, MICHAEL | I | CHIEF INVESTMENT OFFICER & MEMBER | NA | Control |
| COURTNEY, TIMOTHY, MICHAEL | I | CHIEF INVESTMENT OFFICER & MEMBER | NA | Control |
| COURTNEY, TIMOTHY, MICHAEL | I | CHIEF INVESTMENT OFFICER & MEMBER | NA | Control |
| COURTNEY, TIMOTHY, MICHAEL | I | CHIEF INVESTMENT OFFICER & MEMBER | NA | Control |
| COURTNEY, TIMOTHY, MICHAEL | I | CHIEF INVESTMENT OFFICER & MEMBER | NA | Control |
| COURTNEY, TIMOTHY, MICHAEL | I | CHIEF INVESTMENT OFFICER & MEMBER | NA | Control |
| COURTNEY, TIMOTHY, MICHAEL | I | CHIEF INVESTMENT OFFICER & MEMBER | NA | Control |
| COURTNEY, TIMOTHY, MICHAEL | I | CHIEF INVESTMENT OFFICER & MEMBER | NA | Control |
| COURTNEY, TIMOTHY, MICHAEL | I | CHIEF INVESTMENT OFFICER & MEMBER | NA | Control |
| COURTNEY, TIMOTHY, MICHAEL | I | CHIEF INVESTMENT OFFICER & MEMBER | NA | Control |
| COURTNEY, TIMOTHY, MICHAEL | I | CHIEF INVESTMENT OFFICER & MEMBER | NA | Control |
| COURTNEY, TIMOTHY, MICHAEL | I | CHIEF INVESTMENT OFFICER & MEMBER | NA | Control |
| COURTNEY, TIMOTHY, MICHAEL | I | CHIEF INVESTMENT OFFICER & MEMBER | NA | Control |
| COURTNEY, TIMOTHY, MICHAEL | I | CHIEF INVESTMENT OFFICER & MEMBER | NA | Control |
| DILLARD, CALEB, JOHN | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATIONS OFFICER | NA | Control |
| DILLARD, CALEB, JOHN | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATIONS OFFICER | NA | Control |
| DILLARD, CALEB, JOHN | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATIONS OFFICER | NA | Control |
| DILLARD, CALEB, JOHN | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATIONS OFFICER | NA | Control |
| DILLARD, CALEB, JOHN | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATIONS OFFICER | NA | Control |
| DILLARD, CALEB, JOHN | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATIONS OFFICER | NA | Control |
| DILLARD, CALEB, JOHN | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATIONS OFFICER | NA | Control |
| DILLARD, CALEB, JOHN | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATIONS OFFICER | NA | Control |
| DILLARD, CALEB, JOHN | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATIONS OFFICER | NA | Control |
| DILLARD, CALEB, JOHN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| DILLARD, CALEB, JOHN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| DILLARD, CALEB, JOHN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| DILLARD, CALEB, JOHN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| DILLARD, CALEB, JOHN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| DILLARD, CALEB, JOHN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| DILLARD, CALEB, JOHN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| DILLARD, CALEB, JOHN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| DILLARD, CALEB, JOHN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| DILLARD, CALEB, JOHN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| DILLARD, CALEB, JOHN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| DILLARD, CALEB, JOHN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| DILLARD, CALEB, JOHN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| DILLARD, CALEB, JOHN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| DILLARD, CALEB, JOHN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| DILLARD, CALEB, JOHN | I | CHIEF OPERATIONS OFFICER & MEMBER | NA | Control |
| DILLARD, CALEB, JOHN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| DILLARD, CALEB, JOHN | I | CHIEF OPERATIONS OFFICER & MEMBER | NA | Control |
| DILLARD, CALEB, JOHN | I | CHIEF OPERATIONS OFFICER & MEMBER | NA | Control |
| DILLARD, CALEB, JOHN | I | CHIEF OPERATIONS OFFICER & MEMBER | NA | Control |
| DILLARD, CALEB, JOHN | I | CHIEF OPERATIONS OFFICER & MEMBER | NA | Control |
| DILLARD, CALEB, JOHN | I | CHIEF OPERATIONS OFFICER, CHIEF COMPLIANCE OFFICER, MEMBER, & ELECTED MANAGER | NA | Control |
| DILLARD, CALEB, JOHN | I | CHIEF OPERATIONS OFFICER, CHIEF COMPLIANCE OFFICER, MEMBER, & ELECTED MANAGER | NA | Control |
| DILLARD, CALEB, JOHN | I | CHIEF OPERATIONS OFFICER, CHIEF COMPLIANCE OFFICER, MEMBER, & ELECTED MANAGER | NA | Control |
| DILLARD, CALEB, JOHN | I | CHIEF OPERATIONS OFFICER, CHIEF COMPLIANCE OFFICER, MEMBER, & ELECTED MANAGER | NA | Control |
| DILLARD, CALEB, JOHN | I | CHIEF OPERATIONS OFFICER, CHIEF COMPLIANCE OFFICER, MEMBER, & ELECTED MANAGER | NA | Control |
| DILLARD, CALEB, JOHN | I | CHIEF OPERATIONS OFFICER, CHIEF COMPLIANCE OFFICER, MEMBER, & ELECTED MANAGER | NA | Control |
| DILLARD, CALEB, JOHN | I | CHIEF OPERATIONS OFFICER, CHIEF COMPLIANCE OFFICER, MEMBER, & ELECTED MANAGER | NA | Control |
| DILLARD, CALEB, JOHN | I | CHIEF OPERATIONS OFFICER, CHIEF COMPLIANCE OFFICER, MEMBER, & ELECTED MANAGER | NA | Control |
| DILLARD, CALEB, JOHN | I | CHIEF OPERATIONS OFFICER, CHIEF COMPLIANCE OFFICER, MEMBER, & ELECTED MANAGER | NA | Control |
| DILLARD, CALEB, JOHN | I | CHIEF OPERATIONS OFFICER, CHIEF COMPLIANCE OFFICER, MEMBER, & ELECTED MANAGER | NA | Control |
| DILLARD, CALEB, JOHN | I | CHIEF OPERATIONS OFFICER, MEMBER, & ELECTED MANAGER | NA | Control |
| DILLARD, CALEB, JOHN | I | CHIEF OPERATIONS OFFICER, MEMBER, & ELECTED MANAGER | NA | Control |
| Dawson, Mark, James | I | ELECTED MANAGER | NA | Control |
| Dawson, Mark, James | I | ELECTED MANAGER | NA | Control |
| Dawson, Mark, James | I | ELECTED MANAGER | NA | Control |
| MASSEY, GREG | I | ELECTED MANAGER | NA | Control |
| MASSEY, GREG | I | ELECTED MANAGER | NA | Control |
| MASSEY, GREG | I | ELECTED MANAGER | NA | Control |
| MASSEY, GREG | I | ELECTED MANAGER | NA | Control |
| MASSEY, GREG | I | ELECTED MANAGER | NA | Control |
| MASSEY, GREG | I | ELECTED MANAGER | NA | Control |
| MASSEY, GREG | I | ELECTED MANAGER | NA | Control |
| MASSEY, GREG | I | ELECTED MANAGER | NA | Control |
| MASSEY, GREG | I | ELECTED MANAGER | NA | Control |
| Northup, Derek, S | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Northup, Derek, S | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Northup, Derek, S | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Northup, Derek, S | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Northup, Derek, S | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Northup, Derek, S | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Northup, Derek, S | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Northup, Derek, S | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Northup, Derek, S | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Northup, Derek, S | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Northup, Derek, S | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Northup, Derek, S | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Northup, Derek, S | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Northup, Derek, S | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Northup, Derek, S | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Northup, Derek, S | I | CHIEF FINANCIAL OFFICER & MEMBER | NA | Control |
| Northup, Derek, S | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Northup, Derek, S | I | CHIEF FINANCIAL OFFICER & MEMBER | NA | Control |
| Northup, Derek, S | I | CHIEF FINANCIAL OFFICER & MEMBER | NA | Control |
| Northup, Derek, S | I | CHIEF FINANCIAL OFFICER & MEMBER | NA | Control |
| Northup, Derek, S | I | CHIEF FINANCIAL OFFICER & MEMBER | NA | Control |
| Northup, Derek, S | I | CHIEF FINANCIAL OFFICER & MEMBER | NA | Control |
| Northup, Derek, S | I | CHIEF FINANCIAL OFFICER & MEMBER | NA | Control |
| Northup, Derek, S | I | CHIEF FINANCIAL OFFICER & MEMBER | NA | Control |
| Northup, Derek, S | I | CHIEF FINANCIAL OFFICER & MEMBER | NA | Control |
| Northup, Derek, S | I | CHIEF FINANCIAL OFFICER & MEMBER | NA | Control |
| Northup, Derek, S | I | CHIEF FINANCIAL OFFICER & MEMBER | NA | Control |
| Northup, Derek, S | I | CHIEF FINANCIAL OFFICER & MEMBER | NA | Control |
| Northup, Derek, S | I | CHIEF FINANCIAL OFFICER & MEMBER | NA | Control |
| Northup, Derek, S | I | CHIEF FINANCIAL OFFICER & MEMBER | NA | Control |
| Northup, Derek, S | I | CHIEF FINANCIAL OFFICER & MEMBER | NA | Control |
| PARDUHN, JOY, L | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATIONS OFFICER | NA | Control |
| PARDUHN, JOY, L | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATIONS OFFICER | NA | Control |
| PARDUHN, JOY, L | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATIONS OFFICER | NA | Control |
| PARDUHN, JOY, L | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATIONS OFFICER | NA | Control |
| PARDUHN, JOY, L | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATIONS OFFICER | NA | Control |
| PARDUHN, JOY, L | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATIONS OFFICER | NA | Control |
| PARDUHN, JOY, L | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATIONS OFFICER | NA | Control |
| PARDUHN, JOY, L | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATIONS OFFICER | NA | Control |
| PARDUHN, JOY, L | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATIONS OFFICER | NA | Control |
| PARDUHN, JOY, L | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATIONS OFFICER | NA | Control |
| PARDUHN, JOY, L | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATIONS OFFICER | NA | Control |
| PARDUHN, JOY, L | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATIONS OFFICER | NA | Control |
| PARDUHN, JOY, L | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATIONS OFFICER | NA | Control |
| PARDUHN, JOY, L | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATIONS OFFICER | NA | Control |
| PARDUHN, JOY, L | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATIONS OFFICER | NA | Control |
| PARDUHN, JOY, L | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATIONS OFFICER | NA | Control |
| PARDUHN, JOY, L | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATIONS OFFICER | NA | Control |
| PARDUHN, JOY, L | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATIONS OFFICER | NA | Control |
| PARDUHN, JOY, L | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATIONS OFFICER | NA | Control |
| PARDUHN, JOY, L | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATIONS OFFICER | NA | Control |
| PARDUHN, JOY, L | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATIONS OFFICER | NA | Control |
| PARDUHN, JOY, L | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATIONS OFFICER | NA | Control |
| PARDUHN, JOY, L | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATIONS OFFICER | NA | Control |
| SCARVER, MICHELLE, RENAE | I | PRINCIPAL | NA | |
| SCARVER, MICHELLE, RENAE | I | PRINCIPAL | NA | |
| SCARVER, MICHELLE, RENAE | I | PRINCIPAL | NA | |
| SCARVER, MICHELLE, RENAE | I | PRINCIPAL | NA | |
| SCARVER, MICHELLE, RENAE | I | PRINCIPAL | NA | |
| SIMON, NEAL, JERRY | I | ELECTED MANAGER | NA | Control |
| SIMON, NEAL, JERRY | I | ELECTED MANAGER | NA | Control |
| SIMON, NEAL, JERRY | I | ELECTED MANAGER | NA | Control |
| SIMON, NEAL, JERRY | I | ELECTED MANAGER | NA | Control |
| SIMON, NEAL, JERRY | I | ELECTED MANAGER | NA | Control |
| SIMON, NEAL, JERRY | I | ELECTED MANAGER | NA | Control |
| SIMON, NEAL, JERRY | I | ELECTED MANAGER | NA | Control |
| SIMON, NEAL, JERRY | I | ELECTED MANAGER | NA | Control |
| SIMON, NEAL, JERRY | I | ELECTED MANAGER | NA | Control |
| SIMON, NEAL, JERRY | I | ELECTED MANAGER | NA | Control |
| SIMON, NEAL, JERRY | I | ELECTED MANAGER | NA | Control |
| SIMON, NEAL, JERRY | I | ELECTED MANAGER | NA | Control |
| WELKE, MARSHALL, JAMES | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| WELKE, MARSHALL, JAMES | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| WELKE, MARSHALL, JAMES | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| WELKE, MARSHALL, JAMES | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| WELKE, MARSHALL, JAMES | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| WELKE, MARSHALL, JAMES | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| WELKE, MARSHALL, JAMES | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| WELKE, MARSHALL, JAMES | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| WELKE, MARSHALL, JAMES | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| WELKE, MARSHALL, JAMES | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| WELKE, MARSHALL, JAMES | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| WELKE, MARSHALL, JAMES | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| WELKE, MARSHALL, JAMES | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| WELKE, MARSHALL, JAMES | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| WELKE, MARSHALL, JAMES | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| WELKE, MARSHALL, JAMES | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| WELKE, MARSHALL, JAMES | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| WELKE, MARSHALL, JAMES | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| WELKE, MARSHALL, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WELKE, MARSHALL, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WELKE, MARSHALL, JAMES | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| BURNS WEALTH MANAGEMENT, INC. | DE | MEMBER | E | Control |
| BURNS WEALTH MANAGEMENT, INC. | DE | MEMBER | E | Control |
| BURNS WEALTH MANAGEMENT, INC. | DE | MEMBER | E | Control |
| BURNS WEALTH MANAGEMENT, INC. | DE | MEMBER | E | Control |
| BURNS WEALTH MANAGEMENT, INC. | DE | MEMBER | E | Control |
| BURNS WEALTH MANAGEMENT, INC. | DE | MEMBER | E | Control |
| BURNS WEALTH MANAGEMENT, INC. | DE | MEMBER | E | Control |
| BURNS WEALTH MANAGEMENT, INC. | DE | MEMBER | E | Control |
| BURNS WEALTH MANAGEMENT, INC. | DE | MEMBER | E | Control |
| BURNS WEALTH MANAGEMENT, INC. | DE | MEMBER | E | Control |
| BURNS WEALTH MANAGEMENT, INC. | DE | MEMBER | E | Control |
| BURNS WEALTH MANAGEMENT, INC. | DE | MEMBER | E | Control |
| BURNS WEALTH MANAGEMENT, INC. | DE | MEMBER | E | Control |
| BURNS WEALTH MANAGEMENT, INC. | DE | MEMBER | E | Control |
| BURNS WEALTH MANAGEMENT, INC. | DE | MEMBER | E | Control |
| BURNS WEALTH MANAGEMENT, INC. | DE | MEMBER | E | Control |
| BURNS WEALTH MANAGEMENT, INC. | DE | MEMBER | E | Control |
| BURNS WEALTH MANAGEMENT, INC. | DE | MEMBER | E | Control |
| BURNS WEALTH MANAGEMENT, INC. | DE | MEMBER | E | Control |
| BURNS WEALTH MANAGEMENT, INC. | DE | MEMBER | E | Control |
| BURNS WEALTH MANAGEMENT, INC. | DE | MEMBER | E | Control |
| BURNS WEALTH MANAGEMENT, INC. | DE | MEMBER | E | Control |
| BURNS WEALTH MANAGEMENT, INC. | DE | MEMBER | E | Control |
| BURNS WEALTH MANAGEMENT, INC. | DE | MEMBER | E | Control |
| BURNS WEALTH MANAGEMENT, INC. | DE | MEMBER | E | Control |
| BURNS, JOHN, FORREST | I | CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURNS, JOHN, FORREST | I | CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURNS, JOHN, FORREST | I | CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURNS, JOHN, FORREST | I | CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURNS, JOHN, FORREST | I | CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURNS, JOHN, FORREST | I | CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURNS, JOHN, FORREST | I | CHIEF EXECUTIVE OFFICER | E | Control |
| BURNS, JOHN, FORREST | I | CHIEF EXECUTIVE OFFICER | E | Control |
| BURNS, JOHN, FORREST | I | CHIEF EXECUTIVE OFFICER | E | Control |
| BURNS, JOHN, FORREST | I | CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURNS, JOHN, FORREST | I | CHIEF EXECUTIVE OFFICER | E | Control |
| BURNS, JOHN, FORREST | I | CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURNS, JOHN, FORREST | I | CEO | E | Control |
| BURNS, JOHN, FORREST | I | CHIEF EXECUTIVE OFFICER | E | Control |
| BURNS WEALTH MANAGEMENT, INC. | DE | MEMBER | D | Control |
| BURNS WEALTH MANAGEMENT, INC. | DE | MEMBER | D | Control |
| BURNS WEALTH MANAGEMENT, INC. | DE | MEMBER | D | Control |
| BURNS WEALTH MANAGEMENT, INC. | DE | MEMBER | D | Control |
| BURNS WEALTH MANAGEMENT, INC. | DE | MEMBER | D | Control |
| BURNS WEALTH MANAGEMENT, INC. | DE | MEMBER | D | Control |
| BURNS WEALTH MANAGEMENT, INC. | DE | MEMBER | D | Control |
| BURNS WEALTH MANAGEMENT, INC. | DE | MEMBER | D | Control |
| BURNS WEALTH MANAGEMENT, INC. | DE | MEMBER | D | Control |
| BURNS WEALTH MANAGEMENT, INC. | DE | MEMBER | D | Control |
| BURNS WEALTH MANAGEMENT, INC. | DE | MEMBER | D | Control |
| BURNS WEALTH MANAGEMENT, INC. | DE | MEMBER | D | Control |
| BURNS WEALTH MANAGEMENT, INC. | DE | MEMBER | D | Control |
| BURNS WEALTH MANAGEMENT, INC. | DE | MEMBER | D | Control |
| BURNS WEALTH MANAGEMENT, INC. | DE | MEMBER | D | Control |
| BURNS WEALTH MANAGEMENT, INC. | DE | MEMBER | D | Control |
| BURNS WEALTH MANAGEMENT, INC. | DE | MEMBER | D | Control |
| BURNS, JOHN, FORREST | I | CO-OWNER/CO-CEO | D | Control |
| BURNS, JOHN, FORREST | I | CO-OWNER/CO-CEO | D | Control |
| BURNS, JOHN, FORREST | I | CO-OWNER/CO-CEO | D | Control |
| BURNS, JOHN, FORREST | I | MEMBER AND CO-CEO | D | Control |
| BURNS, JOHN, FORREST | I | CO-OWNER/CO-CEO | D | Control |
| BURNS, JOHN, FORREST | I | CO-OWNER/CO-CEO | D | Control |
| BURNS, JOHN, FORREST | I | CO-OWNER/CO-CEO | D | Control |
| BURNS, JOHN, FORREST | I | MEMBER AND CO-CEO | D | Control |
| BURNS, JOHN, FORREST | I | CO-OWNER/CO-CEO | D | Control |
| BURNS, JOHN, FORREST | I | CO-OWNER/CO-CEO | D | Control |
| BURNS, JOHN, FORREST | I | CO-OWNER/CO-CEO | D | Control |
| BURNS, JOHN, FORREST | I | MEMBER AND CO-CEO | D | Control |
| BURNS, JOHN, FORREST | I | MEMBER AND CO-CEO | D | Control |
| BURNS, JOHN, FORREST | I | MEMBER AND CO-CEO | D | Control |
| BURNS, JOHN, FORREST | I | MEMBER AND CO-CEO | D | Control |
| BURNS, JOHN, FORREST | I | MEMBER AND CO-CEO | D | Control |
| BURNS, JOHN, FORREST | I | MEMBER AND CO-CEO | D | Control |
| BURNS, JOHN, FORREST | I | MEMBER AND CO-CEO | D | Control |
| GEORGOPOULOS, JERRY, PETER | I | CO-OWNER/CO-CEO | D | Control |
| GEORGOPOULOS, JERRY, PETER | I | CO-OWNER/CO-CEO | D | Control |
| GEORGOPOULOS, JERRY, PETER | I | CO-OWNER/CO-CEO | D | Control |
| GEORGOPOULOS, JERRY, PETER | I | MEMBER AND CO-CEO | D | Control |
| GEORGOPOULOS, JERRY, PETER | I | CO-OWNER/CO-CEO | D | Control |
| GEORGOPOULOS, JERRY, PETER | I | CO-OWNER/CO-CEO | D | Control |
| GEORGOPOULOS, JERRY, PETER | I | CO-OWNER/CO-CEO | D | Control |
| GEORGOPOULOS, JERRY, PETER | I | MEMBER AND CO-CEO | D | Control |
| GEORGOPOULOS, JERRY, PETER | I | CO-OWNER/CO-CEO | D | Control |
| GEORGOPOULOS, JERRY, PETER | I | CO-OWNER/CO-CEO | D | Control |
| GEORGOPOULOS, JERRY, PETER | I | CO-OWNER/CO-CEO | D | Control |
| GEORGOPOULOS, JERRY, PETER | I | MEMBER AND CO-CEO | D | Control |
| GEORGOPOULOS, JERRY, PETER | I | MEMBER AND CO-CEO | D | Control |
| GEORGOPOULOS, JERRY, PETER | I | MEMBER AND CO-CEO | D | Control |
| GEORGOPOULOS, JERRY, PETER | I | MEMBER AND CO-CEO | D | Control |
| GEORGOPOULOS, JERRY, PETER | I | MEMBER AND CO-CEO | D | Control |
| GEORGOPOULOS, JERRY, PETER | I | MEMBER AND CO-CEO | D | Control |
| GEORGOPOULOS, JERRY, PETER | I | MEMBER AND CO-CEO | D | Control |
| FIRST UNITED BANK AND TRUST COMPANY | DE | MEMBER | C | Control |
| FIRST UNITED BANK AND TRUST COMPANY | DE | MEMBER | C | Control |
| FIRST UNITED BANK AND TRUST COMPANY | DE | MEMBER | C | Control |
| FIRST UNITED BANK AND TRUST COMPANY | DE | MEMBER | C | Control |
| FIRST UNITED BANK AND TRUST COMPANY | DE | MEMBER | C | Control |
| FIRST UNITED BANK AND TRUST COMPANY | DE | MEMBER | C | Control |
| FIRST UNITED BANK AND TRUST COMPANY | DE | MEMBER | C | Control |
| FIRST UNITED BANK AND TRUST COMPANY | DE | MEMBER | C | Control |
| FIRST UNITED BANK AND TRUST COMPANY | DE | MEMBER | C | Control |
| FIRST UNITED BANK AND TRUST COMPANY | DE | MEMBER | C | Control |
| FIRST UNITED BANK AND TRUST COMPANY | DE | MEMBER | C | Control |
| FIRST UNITED BANK AND TRUST COMPANY | DE | MEMBER | C | Control |
| FIRST UNITED BANK AND TRUST COMPANY | DE | MEMBER | B | |
| FIRST UNITED BANK AND TRUST COMPANY | DE | MEMBER | B | |
| FIRST UNITED BANK AND TRUST COMPANY | DE | MEMBER | B | |
| FIRST UNITED BANK AND TRUST COMPANY | DE | MEMBER | B | |
| FIRST UNITED BANK AND TRUST COMPANY | DE | MEMBER | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BURNS, JOHN, FORREST | I | BURNS WEALTH MANAGEMENT, INC. | E | Control |
| BURNS, JOHN, FORREST | I | BURNS WEALTH MANAGEMENT, INC. | E | Control |
| BURNS, JOHN, FORREST | I | BURNS WEALTH MANAGEMENT, INC. | E | Control |
| BURNS, JOHN, FORREST | I | BURNS WEALTH MANAGEMENT, INC. | E | Control |
| BURNS, JOHN, FORREST | I | BURNS WEALTH MANAGEMENT, INC. | E | Control |
| BURNS, JOHN, FORREST | I | BURNS WEALTH MANAGEMENT, INC. | E | Control |
| BURNS, JOHN, FORREST | I | BURNS WEALTH MANAGEMENT, INC. | E | Control |
| BURNS, JOHN, FORREST | I | BURNS WEALTH MANAGEMENT, INC. | E | Control |
| BURNS, JOHN, FORREST | I | BURNS WEALTH MANAGEMENT, INC. | E | Control |
| BURNS, JOHN, FORREST | I | BURNS WEALTH MANAGEMENT, INC. | E | Control |
| BURNS, JOHN, FORREST | I | BURNS WEALTH MANAGEMENT, INC. | E | Control |
| BURNS, JOHN, FORREST | I | BURNS WEALTH MANAGEMENT, INC. | E | Control |
| BURNS, JOHN, FORREST | I | BURNS WEALTH MANAGEMENT, INC. | E | Control |
| BURNS, JOHN, FORREST | I | BURNS WEALTH MANAGEMENT, INC. | E | Control |
| BURNS, JOHN, FORREST | I | BURNS WEALTH MANAGEMENT, INC. | E | Control |
| BURNS, JOHN, FORREST | I | BURNS WEALTH MANAGEMENT, INC. | E | Control |
| BURNS, JOHN, FORREST | I | BURNS WEALTH MANAGEMENT, INC. | E | Control |
| BURNS, JOHN, FORREST | I | BURNS WEALTH MANAGEMENT, INC. | E | Control |
| BURNS, JOHN, FORREST | I | BURNS WEALTH MANAGEMENT, INC. | E | Control |
| BURNS, JOHN, FORREST | I | BURNS WEALTH MANAGEMENT, INC. | E | Control |
| BURNS, JOHN, FORREST | I | BURNS WEALTH MANAGEMENT, INC. | E | Control |
| BURNS, JOHN, FORREST | I | BURNS WEALTH MANAGEMENT, INC. | E | Control |
| BURNS, JOHN, FORREST | I | BURNS WEALTH MANAGEMENT, INC. | E | Control |
| BURNS, JOHN, FORREST | I | BURNS WEALTH MANAGEMENT, INC. | E | Control |
| BURNS, JOHN, FORREST | I | BURNS WEALTH MANAGEMENT, INC. | E | Control |
| BURNS, JOHN, FORREST | I | BURNS WEALTH MANAGEMENT, INC. | E | Control |
| BURNS, JOHN, FORREST | I | BURNS WEALTH MANAGEMENT, INC. | E | Control |
| BURNS, JOHN, FORREST | I | BURNS WEALTH MANAGEMENT, INC. | E | Control |
| BURNS, JOHN, FORREST | I | BURNS WEALTH MANAGEMENT, INC. | E | Control |
| BURNS, JOHN, FORREST | I | BURNS WEALTH MANAGEMENT, INC. | E | Control |
| BURNS, JOHN, FORREST | I | BURNS WEALTH MANAGEMENT, INC. | E | Control |
| BURNS, JOHN, FORREST | I | BURNS WEALTH MANAGEMENT, INC. | E | Control |
| BURNS, JOHN, FORREST | I | BURNS WEALTH MANAGEMENT, INC. | E | Control |
| BURNS, JOHN, FORREST | I | BURNS WEALTH MANAGEMENT, INC. | E | Control |
| BURNS, JOHN, FORREST | I | BURNS WEALTH MANAGEMENT, INC. | E | Control |
| BURNS, JOHN, FORREST | I | BURNS WEALTH MANAGEMENT, INC. | E | Control |
| BURNS, JOHN, FORREST | I | BURNS WEALTH MANAGEMENT, INC. | E | Control |
| BURNS, JOHN, FORREST | I | BURNS WEALTH MANAGEMENT, INC. | E | Control |
| BURNS, JOHN, FORREST | I | BURNS WEALTH MANAGEMENT, INC. | E | Control |
| BURNS, JOHN, FORREST | I | BURNS WEALTH MANAGEMENT, INC. | D | Control |
| GEORGOPOULOS, JERRY, PETER | I | BURNS WEALTH MANAGEMENT, INC. | D | Control |
| MASSEY, GREG | I | FIRST UNITED BANK AND TRUST COMPANY | D | Control |
| MASSEY, GREG | I | FIRST UNITED BANK AND TRUST COMPANY | D | Control |
| MASSEY, GREG | I | FIRST UNITED BANK AND TRUST COMPANY | D | Control |
| MASSEY, GREG | I | FIRST UNITED BANK AND TRUST COMPANY | D | Control |
| MASSEY, GREG | I | FIRST UNITED BANK AND TRUST COMPANY | D | Control |
| MASSEY, GREG | I | FIRST UNITED BANK AND TRUST COMPANY | D | Control |
| MASSEY, GREG | I | FIRST UNITED BANK AND TRUST COMPANY | D | Control |
| MASSEY, GREG | I | FIRST UNITED BANK AND TRUST COMPANY | D | Control |
| MASSEY, GREG | I | FIRST UNITED BANK AND TRUST COMPANY | D | Control |
| MASSEY, GREG | I | FIRST UNITED BANK AND TRUST COMPANY | D | Control |
| MASSEY, GREG | I | FIRST UNITED BANK AND TRUST COMPANY | D | Control |
| MASSEY, GREG | I | FIRST UNITED BANK AND TRUST COMPANY | D | Control |
| MASSEY, GREG | I | FIRST UNITED BANK AND TRUST COMPANY | D | Control |
| MASSEY, GREG | I | FIRST UNITED BANK AND TRUST COMPANY | D | Control |
| HARBER, LACY | I | FIRST UNITED BANK AND TRUST COMPANY | C | Control |
| HARBER, LACY | I | FIRST UNITED BANK AND TRUST COMPANY | C | Control |
| HARBER, LACY | I | FIRST UNITED BANK AND TRUST COMPANY | C | Control |
| HARBER, LACY | I | FIRST UNITED BANK AND TRUST COMPANY | C | Control |
| HARBER, LACY | I | FIRST UNITED BANK AND TRUST COMPANY | C | Control |
| HARBER, LACY | I | FIRST UNITED BANK AND TRUST COMPANY | C | Control |
| HARBER, LACY | I | FIRST UNITED BANK AND TRUST COMPANY | C | Control |
| HARBER, LACY | I | FIRST UNITED BANK AND TRUST COMPANY | C | Control |
| HARBER, LACY | I | FIRST UNITED BANK AND TRUST COMPANY | C | Control |
| HARBER, LACY | I | FIRST UNITED BANK AND TRUST COMPANY | C | Control |
| HARBER, LACY | I | FIRST UNITED BANK AND TRUST COMPANY | C | Control |
| HARBER, LACY | I | FIRST UNITED BANK AND TRUST COMPANY | C | Control |
| HARBER, LACY | I | FIRST UNITED BANK AND TRUST COMPANY | C | Control |
| HARBER, LACY | I | FIRST UNITED BANK AND TRUST COMPANY | C | Control |
Registrations
Federal
IA
Aug 12, 2025 REGISTERED
Notice Filings (49)
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Address
9108 N. KELLEY AVENUEOKLAHOMA CITY, OK 73131
United States
Phone: 405-478-1971