Bentoak Capital

Bentoak Capital (CRD# 173563) is a financial advisory firm headquartered in Weatherford, TX. They manage $472,998,528 in 1,289 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    473
    MILLION
  • Total Number of Accounts
    1,289
    ACCOUNTS
  • Average Account Value
    $366,950
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, NM, TX

Financial Advisors at Bentoak Capital
Showing 1 - 7 of 7 top financial advisors.
1
Brandon W. Garrett
CRD#: 5661756
201 Ft. Worth Hwy., Weatherford, TX 76086

Brandon Garrett (CRD# 5661756) is an Investment Advisor Representative working at Bentoak Capital in Weatherford, TX and has over 13 years of experience in the finance industry.

2
David W. Garrett
CRD#: 2498087
201 Ft. Worth Hwy., Weatherford, TX 76086

David Garrett (CRD# 2498087) is an Investment Advisor Representative working at Bentoak Capital in Weatherford, TX and has over 29 years of experience in the finance industry.

3
Hayden G. Hill
CRD#: 6656223
201 Ft. Worth Hwy., Weatherford, TX 76086

Hayden Hill (CRD# 6656223) is an Investment Advisor Representative working at Bentoak Capital in Weatherford, TX and has over 5 years of experience in the finance industry.

4
James C. Sargent
CRD#: 4809694
201 Ft. Worth Hwy., Weatherford, TX 76086

James Sargent (CRD# 4809694) is an Investment Advisor Representative working at Bentoak Capital in Weatherford, TX and has over 19 years of experience in the finance industry.

5
Keith W. Trent
CRD#: 4149241
611 University Ave, Suite 220, Lubbock, TX 79401

Keith Trent (CRD# 4149241) is an Investment Advisor Representative working at Bentoak Capital in Lubbock, TX and has over 23 years of experience in the finance industry.

6
Madison J. Wallace
CRD#: 6802558
201 Ft. Worth Hwy., Weatherford, TX 76086

Madison Wallace (CRD# 6802558) is an Investment Advisor Representative working at Bentoak Capital in Weatherford, TX and has over 4 years of experience in the finance industry.

7
Marley L. Wood
CRD#: 7259334
201 Ft. Worth Hwy., Weatherford, TX 76086

Marley Wood (CRD# 7259334) is an Investment Advisor Representative working at Bentoak Capital in Weatherford, TX and has 1 year of experience in the finance industry.

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