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, SEC-registered RIA organized as an LLC and first registered in 2014. The firm is owner-operated and positions itself as a capital allocator for both high-net-worth individuals and institutional clients. Its advisory toolkit includes financial planning, portfolio management for individuals, small businesses and institutions, manager selection, and educational workshops. Bentoak charges fees in multiple ways — percentage of assets under management, hourly fees and fixed fees — and does not self-identify as an active 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 106Active vs passive
$1.2B in ETFs
81%
$938M
10%
$214M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE US LARGECAP FUND (EPS) | Wisdom Tree | Passive | Large Blend | $58.6M | 752,712 | 5.08% |
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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