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 registered investment adviser operating as a limited liability company since 2014. The firm functions as a capital allocator and serves both individual/family and institutional clients. Its advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, manager selection, and educational seminars and workshops. Bentoak deploys fee arrangements that include a percentage of assets under management, hourly charges and fixed fees. It does not identify as an active ESG investor and is not described as a multi-state adviser.
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
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
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 53Active vs passive
$576M in ETFs
81%
$469M
10%
$107M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE US LARGECAP FUND (EPS) | Wisdom Tree | Passive | Large Blend | $58.6M | 752,712 | 10.16% |
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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