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BENTOAK CAPITAL
201 Ft. Worth Hwy.
Weatherford, Texas 76086
Tel: 817-550-6750
About BENTOAK CAPITAL
BENTOAK CAPITAL, formally registered with the SEC as BENTOAK CAPITAL. The firm was established in 11/25/2014. They have over 4 offices throughout the country.
BENTOAK CAPITAL is a Weatherford, Texas based Financial Planning firm with nearly $472,998,528 assets under management, offering retirement planning & investment advisory services to 1289 clients. The firm is staffed with 15 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 173563 |
| SEC# | 801-80598 |
| Assets Managed by Firm | $472,998,528 |
| No. of Clients | 1289 |
| No. of Advisors | 15 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1289 | $472,998,528 |
| Individuals (other than high net worth individuals) | 417 | $126,212,203 |
| High net worth individuals | 171 | $287,047,443 |
| Pension and profit sharing plans | 2 | $4,086,814 |
| Charitable organizations | 1 | $50,006 |
| Corporations or other businesses | 8 | $55,602,062 |
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|---|---|---|---|
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