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Multi Family OfficePuts its own capital into companiesLAST VERIFIED Jul 2026 · 1 SOURCES

Exencial Wealth Advisors

Multi family office in Oklahoma City, United States, founded 2003; reported AUM $5.9B; focus on climate, real estate and AI.

USEFUL FOR Co-investors

Identity

HEADQUARTERS
Oklahoma City, United States
OFFICES
Dallas, TX · Austin, TX · San Antonio, TX · Old Lyme, CT
FOUNDED
2003
AUM
$5.9B (2026)

Investment approach

ROUTES
Companies (own capital)

Overview

Headquartered in Oklahoma City, United States, the firm is listed as a multi family office founded in 2003. Its reported assets under management are $5.9B (2026); sectors on record are climate, real estate and AI. Other offices: Dallas, TX; Austin, TX; San Antonio, TX; it invests directly in companies; 1 person is named on its team.

People

  • John F. Burns
    CEO and Founder · source

Frequently asked questions

Exencial Wealth Advisors is a multi family office based in Oklahoma City, the United States, founded in 2003.

Exencial Wealth Advisors invests its own capital into companies.

Exencial Wealth Advisors invests in Climate & Energy, Real Estate & PropTech and Artificial Intelligence.

Key people at Exencial Wealth Advisors include John F. Burns (CEO and Founder).