Kristin R. Carlton
EXENCIAL WEALTH ADVISORS
San Antonio, TX 78209
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CRD#: 5733620
Professional summary
Kristin Renee Carlton, CFP® is a registered financial advisor currently at EXENCIAL WEALTH ADVISORS located in San Antonio, Texas.
Kristin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Kristin has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Exencial Wealth Advisors, LLC: Equity Partner / Owner, 2019 to Present. Ms. Carlton is an Equity Partner of less than 5% of Exencial Wealth Advisors. Ms. Carlton spends 100% of her workweek performing services for the firm. Ms. Carlton also serves on the San Antonio Estate Planner Council board, San Antonio, TX. This is an unpaid position involving one hour of Ms. Carlton's time per year, outside of business hours. This position began in 2025 and will be active for two years.
CRS (Client Relationship Summary) - RIA
Click below to view Kristin Renee Carlton's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2013
Experience
Current
April 12, 2016 - Present
EXENCIAL WEALTH ADVISORS
Office #1: 7373 Broadway Suite 308, San Antonio, TX 78209RIA
CRD#: 130475
San Antonio, TX
Past
November 12, 2009 - April 27, 2016
NETTING & PACE CPAS
RIA
CRD#: 110732
SAN ANTONIO, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EW
EXENCIAL WEALTH ADVISORS
BURNS ADVISORY GROUP | EXENCIAL WEALTH ADVISORS, LLC | EXENCIAL WEALTH ADVISORS | BURNS WEALTH MANAGEMENT, INC. | BURNS WEALTH MANAGEMENT INC. | BURNS ADVISORY GROUP/EXECUTIVE FINANCIAL GROUP
CRD#: 130475 / SEC#: 801-62789
RIA
Registered Investment Advisory firm - (2/9/2004 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(3/13/2023)
IAR
District of Columbia(7/25/2023)
IAR
Florida(2/15/2024)
IAR
North Carolina(12/21/2023)
IAR
Oklahoma(3/13/2023)
IAR
Texas(4/12/2016)
Current Firm
EW
EXENCIAL WEALTH ADVISORS
BURNS ADVISORY GROUP | EXENCIAL WEALTH ADVISORS, LLC | EXENCIAL WEALTH ADVISORS | BURNS WEALTH MANAGEMENT, INC. | BURNS WEALTH MANAGEMENT INC. | BURNS ADVISORY GROUP/EXECUTIVE FINANCIAL GROUP
CRD#: 130475 / SEC#: 801-62789
RIA
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Contact information
Main Address
9108 N. Kelley Avenue, Oklahoma City, OK 73131
Mailing Address
Phone number
(405) 478-1971
Established
Firm type
Fiscal year end
# of Employees
117
SEC notice filing (50 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 9,357 |
| AUM (Assets Under Management) | $ 5,301,377,514 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 | ||
| 08/27/2024 | ||
| 11/20/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
