Exencial Wealth Advisors, LLC
How we got $76.9M
Based on 115 employees on its 2024 401(k) filing.
What we know
Signs of a sale Unlikely to sell soon
- Acquired by Savant Wealth Management (2026)
From public records and the company's website, not a statement that it's for sale.
Ownership & transactions
- Acquired by Savant Wealth Management · Mar 2026Savant Wealth Management acquired Exencial Wealth Advisors, announced March 31, 2026.Source
Estimated value over time
▲ 170% since 2020Today's estimate scaled by the headcount reported each year and that year's prices. A trend, not a record of past sale values.
Employees over time
▲ 117% since 2020Show as table
| Year | Source | Employees | Est. revenue |
|---|---|---|---|
| 2020 | PPP loan | 53 | $17.7M |
| 2020 | Form 5500 | 74 | $24.7M |
| 2021 | Form 5500 | 114 | $38.0M |
| 2022 | Form 5500 | 115 | $38.3M |
| 2023 | Form 5500 | 126 | $42.0M |
| 2024 | Form 5500 | 115 | $38.3M |
Participants are employees in the company's retirement plan at year end, from its Form 5500 filing with the Department of Labor. They usually run a little under total headcount (part-timers and new hires may not be eligible). Revenue and EBITDA apply this industry's revenue per employee and margin to each year's count.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| EXENCIAL WEALTH ADVISORS, LLC this business | $59.2M | — |
| PENSION SOLUTIONS, INC. Oklahoma City · 11 employees | $3.6M | 0.0 mi |
| ARK & TLK INVESTMENTS LLC Oklahoma City · 6 employees | $5.3M | 0.0 mi |
| BURNS WEALTH MANAGEMENT, INC. Oklahoma City · 1 employees | $607K | 0.0 mi |
| CAMERON FINANCIAL STRATEGIES, LLC Oklahoma City · 5 employees | $1.2M | 0.1 mi |
| FULL SAIL CAPITAL LLC Oklahoma City · 10 employees | $2.8M | 0.3 mi |
| Adaptation Financial Oklahoma City | $2.7M | 0.3 mi |
The full calculation
Brought up to date: prices are 10% higher than in the benchmark's year, both included above.
| Estimated value = EBITDA × typical sale multiple | $76.9M |
| Multiple for this size and industry | 5.6× |
| Value range | $49.2M – $138.5M |
| Employees in its retirement plan (2024 Form 5500) | 115 |
| Industry revenue per employee | $333K |
| Revenue = employees × revenue per employee | $59.2M |
| EBITDA margin (industry, adjusted for size) | 23% |
| EBITDA = revenue × margin | $13.7M |
| For comparison: employees reported for PPP (2020) | 53 |
Uses the newest headcount we have: participants in the company's retirement plan from its Form 5500 filing with the Department of Labor. Plans can leave out part-timers and new hires, so the range leans higher than the estimate.
| Revenue range | $47.4M – $88.9M |
| EBITDA range | $11.0M – $20.6M |
| Industry (NAICS) | Other financial investment activities (523930) |
EBITDA margin: from IRS tax returns of S corporations in this industry (2019–2022), adjusted for company size: smaller companies typically run higher margins. EBITDA here is after owners' salaries.
Benchmarks: US Economic Census 2022, OK. These are statistical estimates, not reported financials. Full methodology
People & advisors
Advisors
- BankingFirst Financial BankPPP / SBA lender
From the company's own website and public filings (DOL Form 5500, IRS Form 990, SBA). Roles are as stated there and may be out of date.
Banking relationships
| First Financial Bank PPP 2020 | All 12 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 4/11/2020 | first | $956K | 53 |
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Exencial Wealth Advisors, LLC
Exencial Wealth Advisors, LLC is a financial advisors company in Oklahoma City, Oklahoma. It is owned by John Burns (Founder). Its estimated annual revenue is about $59.2M, with roughly $13.7M of EBITDA. It has about 115 employees. Its estimated business value is $76.9M (likely range $49.2M–$138.5M).
Common questions
- Who owns Exencial Wealth Advisors, LLC?
- Exencial Wealth Advisors, LLC is owned by John Burns (Founder), according to public sources such as the company's website or filings.
- How much revenue does Exencial Wealth Advisors, LLC make?
- SeeBITDA estimates Exencial Wealth Advisors, LLC's annual revenue at about $59.2M (likely between $47.4M and $88.9M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Exencial Wealth Advisors, LLC worth?
- About $76.9M, roughly 5.6× its estimated EBITDA of $13.7M, typical for a financial advisors company its size. Likely range: $49.2M–$138.5M.
- How many employees does Exencial Wealth Advisors, LLC have?
- About 115, from its 2024 retirement-plan filing.