BENTOAK CAPITAL

RIASEC RegisteredEst. 2014
Total AUM
$970M
Discretionary
$970M
100% of AUM
Avg account
$476K
Accounts
2,039
Employees
20
Advisory reps
20

Firm details

Headquarters
WEATHERFORD, Texas
CRD number
173563
Registered since
November 25, 2014
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

FINTRX

Overview

Bentoak Capital is an independent registered investment adviser organized as a limited liability company and SEC-registered since 2014. The firm serves both individual/family and institutional clients and positions itself as a capital allocator that selects external managers when appropriate. Its advisory scope includes financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and educational seminars or workshops. Bentoak charges a mix of percentage-of-AUM, hourly, and fixed fees. The firm is not identified as an active ESG investor and does not report being a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 67%, Exchange Traded Equities 15%, Other 14%, Cash & Cash Equivalents 3%, State & Local Bonds 1%67%
  • Public Funds/Mutual Funds67%
  • Exchange Traded Equities15%
  • Other14%
  • Cash & Cash Equivalents3%
  • State & Local Bonds1%

Owners & executives

3 of 3
  • BRANDON GARRETT

    Chief Executive OfficerCRD 5661756

  • STEFAN SIMPSON

    COO, CCO, CFOCRD 6662027

  • MICHAEL COCHRAN

    Chief Investment OfficerCRD 6368586

Contacts

3 of 17
  • KEITH TRENT

    Wealth AdvisorCRD 4149241

  • CHRISTOPHER BROWNING

    Wealth AdvisorCRD 4498421

  • KIMBERLY CUSHMAN

    Client Service AssociateCRD 5110445

Unlock 14 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 45

Active vs passive

$476M in ETFs

Passive

85%

$403M

Active

7%

$73.3M

ETFProviderStyleCategoryValueShares% of portfolio
WISDOMTREE US LARGECAP FUND (EPS)Wisdom TreePassiveLarge Blend$51.1M750,03310.74%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth