Bentoak Capital
Firm details
- Headquarters
- Weatherford, Texas
- CRD number
- 173563
- Registered since
- November 25, 2014
- Website
- bentoakcapital.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI56.14%
- Corporations / Businesses26.2%
- Individuals16.96%
- Pension & Profit Sharing Plans0.67%
- Charitable Organizations0.03%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Bentoak Capital is an independent, single-owner LLC that operates as a registered investment adviser. The firm has been SEC registered since 2014 and positions itself as a capital allocator serving both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses as well as for institutions, selection of third‑party advisers, and educational seminars or workshops. Bentoak charges fees via a percentage of AUM as well as hourly and fixed-fee arrangements. The firm does not characterize itself as an ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds67%
- Exchange Traded Equities15%
- Other14%
- Cash & Cash Equivalents3%
- State & Local Bonds1%
Owners & executives
2 of 2
Brandon Garrett
Chief Executive OfficerCRD 5661756
Michael Cochran
Chief Investment OfficerCRD 6368586
Contacts
3 of 17
Kimberly Cushman
Client Service AssociateCRD 5110445
Christopher Browning
Wealth AdvisorCRD 4498421
Keith Trent
Wealth AdvisorCRD 4149241
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 55Active vs passive
$574M in ETFs
81%
$467M
10%
$107M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE US LARGECAP FUND (EPS) | Wisdom Tree | Passive | Large Value | $60.1M | 752,239 | 10.47% |
Location
Weatherford, TX
Parker
Location
Weatherford, TX
Headquartered in Weatherford, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Parker
- Address
- 201 Fort Worth Hwy
- Time zone
- CT (UTC-6)
- Office locations
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