B
CRD: 173563
Bentoak Capital
Weatherford, TX, 76086
8175506750
$969.8M Total AUM
$969.8M Disc. AUM
25.4% 3Y CAGR
20 Employees
827 ADV. Clients
11 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-25-2014
- Office Locations
- 6
Office Locations
201 Ft. Worth Hwy. Weatherford TX
24650 Kingsland Blvd Katy TX
5000 Overton Plaza Suite 110 Fort Worth TX
About Bentoak Capital
Bentoak Capital is a Weatherford-based RIA with 6 offices. The firm has been operating for 11 years. Managing $969.8M in total assets under management, with 19 advisory representatives. They custody assets with LPL Financial. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
41 AVG AGE
$51.0M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
4.3 yrs AVG TENURE
20 Employees
19 Advisory Reps
19 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Crest alpha
Client Personas
Wave zenith
CRM
Frontier
Investment Themes
Meridian north Wave meridian
Investment Vehicles
Crest matrix
Services
Unison summit Zenith Wave delta Meridian Zenith element Eagle Insight Momentum vertex
Owner & Executives
BRANDON WAYNE GARRETT
Chief Executive Officer, Wealth Advisor
- CRD
- #5661756
- Ownership
- 25% but less than 50%
(626) 498-4502
oak.element@signalcapital.com
in linkedin.com/in/eagle-insight
DAVID WAYNE GARRETT
Chairman, Wealth Advisor
- CRD
- #2498087
- Ownership
- 25% but less than 50%
(333) 692-7266
north.element@catalystcapital.com
in linkedin.com/in/peak-matrix
F
Focus peak
Eagle fusion
- CRD
- #14427
- Ownership
- 2.8%
(491) 763-2021
value.wave@vertexcapital.com
in linkedin.com/in/radial-quantum
Showing 2 of 4 owners & executives
Unlock allContacts
C
CHRISTOPHER MICHAEL BROWNING
--
- CRD
- #4498421
(216) 317-1091
signal.oak@atlascapital.com
in linkedin.com/in/eagle-oak
Alan Joshua Bunn
Wealth Advisor
- CRD
- #7219962
(877) 805-5651
beacon.vector@momentumcapital.com
in linkedin.com/in/timber-vector
F
Foundation alpha
Eagle crest
- CRD
- #46051
(785) 445-5635
vertex.summit@atlascapital.com
in linkedin.com/in/momentum-beacon
Showing 2 of 20 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $969,768,698 | $475,610 |
| Non-Discretionary | $0 | -- |
| Total | $969,768,698 | $475,610 |
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Separately Managed Accounts
Total SMA Asset: $969,768,698
Public Funds:
17.5% Equity - Exchange:
23.4% Other:
9.2% Cash:
27.1% Municipal Bonds:
22.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,068,646,598 | 17.5% |
| Equity - Exchange | $1,428,933,165 | 23.4% |
| Other | $561,802,783 | 9.2% |
| Cash | $1,654,875,588 | 27.1% |
| Municipal Bonds | $1,392,293,853 | 22.8% |
| Total | $6,106,551,987 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OPTIMA ALPHA | LEGACY VITAL | VL8PTU5FN | OJJW | 6.80% | $81,271,287 |
| WAVE PIONEER MOMENTUM | SUMMIT SUMMIT | WTACUF46U | KIKA | 7.27% | $1,676,633 |
| MOMENTUM DELTA OAK | MATRIX GLACIER | GBZAOIPHF | DSO | 9.03% | $98,953,257 |
| PATHWAY VITAL | EAGLE EMBER | PBW5GXIX8 | VWIEG | 3.92% | $82,645,908 |
| EMBER ATLAS EAGLE | EAGLE CAPITAL | 9NZZCGD1D | AGLAE | 4.97% | $3,340,741 |
| OAK VALUE | OAK PIONEER | 855ROVUCM | WMETW | 11.78% | $34,742,003 |
| RADIAL ALPHA FOUNDATION | FOCUS BEACON | 1BVGCLGHE | AEW | 4.98% | $97,193,359 |
| HORIZON UNISON CAPITAL | PRIME CAPITAL | DB4RBPSVA | SKCZ | 4.20% | $7,243,689 |