Bentoak Capital
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Overview
Bentoak Capital operates as a financial advisory company based in Weatherford, Texas. The firm oversees $392.1 million in assets under management across 1,241 accounts, making it one of the larger investment advisory firms in the United States by assets under management (AUM). It has a small group, including 8 financial advisors. Bentoak Capital is not a registered broker-dealer, meaning it cannot buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer company to do so. Securities are defined as exchangable fiscal investments like bonds, equities and options.
Bentoak Capital oversees all of the firm's accounts on a discretionary basis. Discretionary management signifies that buy and sell choices are made by a portfolio manager without needing client authorization. The advisory firm's average account size is $315,963. The average advisor at Bentoak Capital manages around 155 client accounts.
Bentoak Capital's central office is located at 201 Ft. Worth Hwy., Weatherford, Texas 76086. It is registered to serve investors throughout a number of states, including Louisiana, New Mexico and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Bentoak Capital by the Numbers
$392.1 million
10
1,241
$316.0 thousand
Products and Services
Bentoak Capital offers multiple financial services, which can consist of financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. In the past financial year, the company provided financial planning services to 251-500 of its accounts. The company is not engaged in selling products or offering services apart from investment advisory services to its investment advisory accounts. It is affiliated with a number of other companies in the financial services industry, including with a broker-dealer or securities dealer and insurance company or agency.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees are based on which service is provided. However, fees billed by the firm likely are comprised of any combination of the following fee structures: asset-based, hourly or fixed. Bentoak Capital does participate in a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm provides services to retail investors, high net worth investors, pension plans and corporations. Out of its 1,241 customers, Bentoak Capital's biggest client is retail investors, but it also manages money for 160 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 in AUM or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of the firm's accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 27.07%
- Other Individuals - 71.24%
- Corporations - 1.69%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Bentoak Capital does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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