# Bentoak Capital

> Bentoak Capital is an SEC-registered investment advisory firm in Weatherford, TX, registered since 2014, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 2, 2026.

- CRD: 173563
- Filed as: BENTOAK CAPITAL
- Legal name: Garrett Wealth Advisory Group, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Weatherford, TX
- Filing period: October 2026
- Form ADV filing dated: September 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/173563
- AdvisorCensus page: https://advisorcensus.com/firm/bentoak-capital-weatherford-tx-173563

## Quick answers

**How is Bentoak Capital compensated?**
On its Form ADV (Item 5.E, October 2026), Bentoak Capital reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Bentoak Capital charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Flat fee: $500 to $20,000 (financial planning and consulting services); Hourly rate: $50 to $300 an hour (financial planning and/or consulting services); Flat fee: $750 to $10,000 (Retirement Plan Consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Bentoak Capital located?**
Bentoak Capital's principal office is in Weatherford, TX, according to its Form ADV; the October 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Bentoak Capital registered with the SEC or a state?**
Bentoak Capital is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 173563.

**How much does Bentoak Capital manage?**
Bentoak Capital reports $969,768,698 in regulatory assets under management in its Form ADV filing dated September 2, 2026 (100% discretionary).

**How have Bentoak Capital's assets and staff changed since 2021?**
In the Form ADV data for Bentoak Capital: Regulatory assets under management: $355,969,909 in the October 2021 data and $969,768,698 in the October 2026 data, up 172%. Total employees: 7 in October 2021 and 20 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bentoak Capital serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (488); high net worth individuals (286); corporations or other businesses not listed above (18).

**Which custodians does Bentoak Capital use?**
Bentoak Capital's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Bentoak Capital report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/173563

**What changed in Bentoak Capital's recent Form ADV filings?**
In the September 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Flat fee: $500 to $20,000 (financial planning and consulting services)

> These fees are negotiable, but generally range from $500 to $20,000 on a fixed fee basis and/or from $50 to $300 on an hourly basis, depending upon the scope and complexity of the services

- Hourly rate: $50 to $300 an hour (financial planning and/or consulting services)

> These fees are negotiable, but generally range from $500 to $20,000 on a fixed fee basis and/or from $50 to $300 on an hourly basis, depending upon the scope and complexity of the services

- Flat fee: $750 to $10,000 (Retirement Plan Consulting services)

> Our flat fees range from $750 to $10,000. Fees based on a percentage of managed Plan assets will not exceed 0.75%.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $969,768,698
- Discretionary: $969,768,698
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 488 | $164,436,409 |
| High net worth individuals | 286 | $544,470,588 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $6,498,157 |
| Charitable organizations | 4 | $311,594 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 18 | $254,051,950 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2014 (11 years)
- Employees: 20 total, 19 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AR, FL, NM, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Fort Worth, TX
- Katy, TX
- Lubbock, TX

### Websites listed on Form ADV (Item 1.I)
- bentoakcapital.com
- Facebook @BentOakCapital
- Instagram @bentoakcapital
- LinkedIn @bentoakcapital
- YouTube @BentOakCapital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $355,969,909 | 7 | July 30, 2021 |
| October 2022 | $447,536,192 | 11 | March 14, 2022 |
| October 2023 | $392,110,505 | 10 | September 13, 2023 |
| October 2024 | $472,998,528 | 14 | May 21, 2024 |
| October 2025 | $803,657,019 | 16 | April 23, 2025 |
| October 2026 | $969,768,698 | 20 | September 2, 2026 |

Regulatory assets under management: $355,969,909 in the October 2021 data and $969,768,698 in the October 2026 data, up 172%.
Total employees: 7 in October 2021 and 20 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 15 to 19.
- Regulatory assets under management went from $803,657,019 to $969,768,698 (+21%).

### February 2026
- Employees performing advisory functions went from 14 to 15.
- Registered or notice-filed in AR, NM.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bentoak Capital (CRD 173563): Form ADV filing data as of October 2026.