BentOak Capital
201 Fort Worth Hwy
Weatherford, TX 76086
8175506750
About BentOak Capital
At BentOak Capital, we work with people who are facing real life decisions. Whether it is retirement, selling a business, or navigating family dynamics, they come to us for clarity and a plan that actually fits.
We're an independent, fee-only firm, still owned and led by our founding family. No outside investors. No private equity backing. Just a team of professionals who are personally invested in doing what's right for the people we serve. That kind of personal commitment is what builds the long-term relationships our clients value most. Clients work with a team they know - advisors who stay involved, follow through, and take ownership at every step.
Our process is thoughtful and personalized. We take time to understand what matters most to you, then help you move forward on a path of confidence with a clear, practical plan aligned with your values and goals.
If that sounds like what you're looking for, we'd love to talk.
Our Locations:
Weatherford
201 Fort Worth Hwy
Weatherford, TX 76086
Fort Worth
5000 Overton Plaza Suite 110
Fort Worth, TX 76109
Lubbock
5107 82nd Street
Lubbock, TX 79424
See Disclosures
General Information
Firm Start Year
1994
No. of Employees
10-19
CRD#
6656223
Firm CRD#
173563
Name of Broker/Dealer
LPL Financial
States Licensed in
TX
Work with the following types of clients
Non-Profit Organizations, Individual Investors, Businesses
Advisory Services Provided
Insurance Products & Annuities, Estate Planning & Trusts, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Investment Advice & Management
Compliance
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$500K+
Compensation Methods
Flat Fee, Based on Assets
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1891808/rothira-BentOak-Capital-detailed-disclosure.html
Disclaimer
Please remember to contact BentOak Capital ( BentOak ), in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you want to impose, add, to modify any reasonable restrictions to our investment advisory services, or if you wish to direct that BentOak to effect any specific transactions for your account. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.bentoakcapital.com.