EXENCIAL WEALTH Overview

Exencial Wealth Advisors Llc is an investment advisor that manages 1.4 BN dollars in regulatory AUM and has 36 employees, of which 14 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/13 to 09/30/16. The fund's latest filing disclosed 226MM in positions, representing 16% of the manager's regulatory AUM.

EXENCIAL WEALTH StockAlpha

-3.2%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

EXENCIAL WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
NVS 6.19% Health -13.67% -0.6% 0 8%
AAPL 4.12% Tech -2.29% 0.01% 0 42%
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FEATURED IN
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EXENCIAL WEALTH Founders and Key Employees

Name Title In Position Since
John F. Burns Co-Owner/Co-Ceo January-2003
Joy L. Parduhn Chief Compliance Officer / Chief Operations Officer February-2008
Jerry P. Georgopoulos Co-Owner/Co-Ceo September-2011

EXENCIAL WEALTH Brokers, Custodians, Auditors and Administrators

Type Company

EXENCIAL WEALTH Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis

Exencial Wealth Advisors’ primary method of analysis is a fundamental analysis of an
investment’s price, its expected income and returns, and applicable risks.

Exencial Wealth Advisors does this by evaluating the current market prices and/or expected return for broad asset classes such as bonds, real estate and stocks. The figures for each asset class are then compared to the figures of other asset classes. In addition, Exencial Wealth Advisors will compare the current figures to historical data where available in order for Exencial Wealth Advisors to view the numbers with a broader perspective. When the price of an investment appears low or attractive relative to its expected return, risks or other alternatives, Exencial Wealth Advisors often may place greater emphasis on that investment in recommended portfolios. This analysis may, for example, lead Exencial Wealth Advis...
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EXENCIAL WEALTH Portfolio Concentration

EXENCIAL WEALTH Location

9108 N. KELLEY AVENUE
OKLAHOMA CITY, Oklahoma
UNITED STATES, 73131

EXENCIAL WEALTH Contact Information

Phone Number: 405-478-1971
Fax Number: 405-478-1317
Website:

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