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BENTOAK CAPITAL

WEATHERFORD, TX · CRD 173563 · IAPD ↗ · bentoakcapital.com · 817-550-6750

$969.8MRegulatory AUM
19Advisory reps
20Employees
29Clients
More than 500Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — BENTOAK CAPITAL reports More than 500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
72
April 2026 — BENTOAK CAPITAL grew from 15 to 19 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
February 2026 — BENTOAK CAPITAL notice-filed in AR, NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2025 — BENTOAK CAPITAL notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — BENTOAK CAPITAL crossed $500M in regulatory AUM ($473.0M -> $803.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
53
May 2024 — BENTOAK CAPITAL added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
71
March 2024 — BENTOAK CAPITAL grew from 8 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.