A complete list of active advisors currently associated with BentOak Capital
Warmer can help you find a great advisor at BentOak Capital or one who fits your needs even better.
BentOak Capital (Garrett Wealth Advisory Group, LLC) serves a mix of individual and institutional clients, including high net worth individuals, retirement plans, trusts, estates, charitable organizations and privately held businesses. The firm provides comprehensive services—discretionary investment management, financial planning and consulting, retirement plan consulting, and insurance/annuity advisory services facilitated through third-party platforms. The firm tailors portfolios using mutual funds, ETFs, individual securities and third‑party/independent managers, and applies a mix of fundamental, technical and cyclical analysis while continuously monitoring accounts on a discretionary basis. BentOak uses third‑party technology (including tools with automation or AI features) to support planning and operations but states that investment recommendations and portfolio construction are developed by its adviser representatives rather than generated by AI. Several features distinguish BentOak from many peers: it transitioned to a fee‑only compensation model in 2025 and typically engages clients with around $1 million of investable assets or $350,000 in gross household income, reflecting a relatively high client profile despite no stated firm minimum. The firm also supervises investment adviser representatives who are practicing attorneys and principals of a law firm to which it may refer clients, maintains LPL-sponsored program relationships (including an algorithm-driven Guided Wealth service and manager access programs), and offers coordinated insurance/annuity work through a separate Halo Securities arrangement.
To learn more about the advisors currently working at BentOak Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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