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.

Garrett Wealth Advisory Group, doing business as BentOak Capital, serves individuals, high‑net‑worth clients, retirement plans, trusts, estates, and business entities with comprehensive financial planning, discretionary portfolio management, wealth-management services, and retirement plan consulting. The firm also provides advice on insurance and annuity products through an arrangement with Halo Securities and may manage or advise on held‑away assets and employer‑sponsored plan investments. The firm tailors portfolios using a mix of fundamental, technical, and cyclical analysis and typically manages accounts on a discretionary, wrap‑program basis, allocating among mutual funds, ETFs, individual securities, independent managers, and direct indexing where appropriate. GWAG uses third‑party technology (including Orion) to support planning, reporting, and operational functions, conducts ongoing due diligence of independent managers, and monitors client accounts on a continuous basis. Compared with many peers, BentOak explicitly sponsors a wrap fee program and provides educational seminars as part of its retirement plan consulting (including up to two annual general participant seminars), both of which are less common for firms of its size. The brochure also discloses recent custodial transition arrangements with Pershing and participation in Orion’s loyalty/credit program, along with its Halo referral arrangement for certain insurance products—relationships the firm notes as potential conflicts of interest.

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.

You can also browse BentOak Capital's office locations.