0001576151-18-000010.txt : 20181105 0001576151-18-000010.hdr.sgml : 20181105 20181102173647 ACCESSION NUMBER: 0001576151-18-000010 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180930 FILED AS OF DATE: 20181105 DATE AS OF CHANGE: 20181102 EFFECTIVENESS DATE: 20181105 FILER: COMPANY DATA: COMPANY CONFORMED NAME: EXENCIAL WEALTH ADVISORS, LLC CENTRAL INDEX KEY: 0001576151 IRS NUMBER: 473558396 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15490 FILM NUMBER: 181158203 BUSINESS ADDRESS: STREET 1: 9108 N. KELLEY AVE. CITY: OKLAHOMA CITY STATE: OK ZIP: 73131 BUSINESS PHONE: 405-478-1971 MAIL ADDRESS: STREET 1: 9108 N. KELLEY AVE. CITY: OKLAHOMA CITY STATE: OK ZIP: 73131 FORMER COMPANY: FORMER CONFORMED NAME: Burns Wealth Management, Inc. DATE OF NAME CHANGE: 20130507 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001576151 XXXXXXXX 09-30-2018 09-30-2018 EXENCIAL WEALTH ADVISORS, LLC

9108 N. KELLEY AVE. OKLAHOMA CITY OK 73131

13F HOLDINGS REPORT 028-15490 N Caleb J Dillard 405-478-1971 Caleb J. 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