AW
Austin H. Winsett
EXENCIAL WEALTH ADVISORS
Dallas, TX 75206-3783
Some features on this profile are disabled
CRD#: 6983886
AW
Professional summary
Austin H Winsett is a registered financial advisor currently at EXENCIAL WEALTH ADVISORS located in Dallas, Texas.
Austin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Austin 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.
Drillworx Directional Drilling, LLC 16533 SE 89th Street, Choctaw, OK 73020 - Family Owned Construction Company, Positions held: Advisor - 0 hours devoted during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Austin H Winsett'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®
NoneExperience
Current
July 17, 2018 - Present
EXENCIAL WEALTH ADVISORS
Office #1: 8080 N Central Expy Suite 1700, Dallas, TX 75206-3783RIA
CRD#: 130475
Dallas, 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(3/14/2023)
IAR
Colorado(1/16/2024)
IAR
Florida(3/5/2024)
IAR
North Carolina(1/19/2024)
IAR
Ohio(4/8/2024)
IAR
Oklahoma(7/17/2018)
IAR
Texas(7/17/2018)
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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
EXENCIAL WEALTH ADVISORS
CRD#: 130475Dallas, TX 75206-3783TRUST BUT VERIFY
Monitor Austin Winsett
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
