David S. Totah
EXENCIAL WEALTH ADVISORS
Plano, TX 75024
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CRD#: 6320114
Professional summary
David S. Totah JR., CFP® is a registered financial advisor currently at EXENCIAL WEALTH ADVISORS located in Plano, Texas.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. David has worked at 1 firm 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 Mr. Totah is an Equity Partner of less than 5% of Exencial Wealth Advisors. Mr. Totah spends 100% of his work week performing services for the firm. As an equity partner / owner of Exencial, Mr. Totah shares in profits and losses of the firm.
CRS (Client Relationship Summary) - RIA
Click below to view David S. Totah JR.'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: 2016
Experience
Current
May 12, 2014 - Present
EXENCIAL WEALTH ADVISORS
Office #1: 5601 Granite Parkway Suite 305, Plano, TX 75024RIA
CRD#: 130475
Plano, 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(4/13/2023)
IAR
Colorado(4/11/2024)
IAR
Florida(5/4/2023)
IAR
Massachusetts(2/22/2024)
IAR
Missouri(4/13/2023)
IAR
North Carolina(12/20/2023)
IAR
Ohio(1/2/2024)
IAR
Oklahoma(4/13/2023)
IAR
Pennsylvania(2/28/2024)
IAR
Texas(5/12/2014)
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
Registered Investment Advisory firm - (2/9/2004 Approved)Upgrade to AdvisorCheck Premium
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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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Company Information
EXENCIAL WEALTH ADVISORS
CRD#: 130475Plano, TX 75024TRUST BUT VERIFY
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