Alexander Chance Berney

Employer firm

Savant Wealth Management CRD 107271

$55.6B regulatory AUM 170 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2014 → 12/2016
  Tradehome Shoes
  Oklahoma City, OK
• 01/2016 → 05/2018
  Norman North High School
  Norman, OK
• 03/2017 → 12/2020
  Kirkpatrick Foundation
  Oklahoma City, OK
• 01/2021 → 03/2024
  Kirkpatrick Bank
  Edmond, OK
• 03/2024 → 03/2025
  Exencial Wealth Advisors, Llc
  Oklahoma City, OK
• 03/2025 → 03/2026
  Exencial Wealth Advisors, Llc
  Oklahoma City, OK
• 04/2026 → Present
  Savant Wealth Management
  Rockford, IL

Previous Registrations

• 2024-10-14 → 2026-04-30
  Exencial Wealth Advisors
  Oklahoma City, OK

Other Businesses

Petaluma Capital, LLC, 2901 Kite Tail Crossing, Edmond OK 73013 - rental property management. 2024-Present. Non-investment related. Approximately spends 3 hours per month - 0 hours during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-10-14

Other Names

• Alex Berney