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BENTOAK CAPITAL

201 Ft. Worth Hwy.
Weatherford, Texas 76086
Tel: 817-550-6750

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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 StatusApproved
Firm CRD#173563
SEC#801-80598
Assets Managed by Firm$472,998,528
No. of Clients1289
No. of Advisors15

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 ClientsAUM
Firm Total1289$472,998,528
Individuals (other than high net worth individuals)417$126,212,203
High net worth individuals171$287,047,443
Pension and profit sharing plans2$4,086,814
Charitable organizations1$50,006
Corporations or other businesses8$55,602,062

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