1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2BENTOAK CAPITAL

Map pinWEATHERFORD, TX
Phone817-550-6750
NotebookSEC #801-80598
Total AUM
$969.8M
Employees
20
Clients
798

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
201 FT. WORTH HWY.
WEATHERFORD
TX 76086
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
817-550-6750
Other Offices
3

ReceiptFinancials

Total AUM
$969.8M
Accounts
2,039
Discretionary
$969.8M
Accounts
2,039
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
488
AUM
$164.4M
HNW Individual Clients
286
AUM
$544.5M
Pension/Profit Sharing Plan Clients
2
AUM
$6.5M
Charitable Organization Clients
4
AUM
$311.6K
Corporation or Business Clients
18
AUM
$254.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARFLNMTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account