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Weatherford, TX Office

Team
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BentOak Capital logo

BentOak Capital

Team

Firm-wide stats for BentOak Capital

Total advisors

19

Across 2 offices

Clients per advisor

41 Low

Avg AUM per client

$915,901 Typical

HNW client ratio

37% Typical

About

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.

Based on BentOak Capital

Expertise

General retirement planning Retirement plans for business owners (SEP, solo 401k) Annuities Wealth management Tax strategies for small businesses

Based on BentOak Capital

Occupation focus

Founder/Business Owner

Based on BentOak Capital

Demographic focus

Approaching retirement

Based on BentOak Capital

Location

201 Ft. Worth Hwy.

Weatherford TX 76086

Advisors at this office

18

Advisors at this office

user avatar

Hayden H

CFP®, Series 66

Weatherford, TX

BentOak Capital

Hayden Hill is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently affiliated with BentOak Capital and Garrett Wealth Advisory Group and has prior experience at LPL Financial and Snow Garrett Wealth Management. Hill serves on the Texas Tech University Personal Financial Planning Alumni Advisory Board and is a partner at PR3S Properties, LLC, where he assists in managing and analyzing real estate investments. BentOak Capital, operating as Garrett Wealth Advisory Group, provides comprehensive financial planning, discretionary portfolio management, wealth-management services, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor portfolios and offers a sponsored wrap fee program alongside educational seminars for retirement plan clients.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Annuities Wealth management Tax strategies for small businesses Founder/Business Owner Approaching retirement
user avatar

Christopher B

CFP®

Weatherford, TX

BentOak Capital

Christopher Browning is a CFP® professional with six years of experience, affiliated with BentOak Capital in Weatherford, TX. He has served as an associate professor at Texas Tech University since 2013. BentOak Capital serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities with comprehensive financial planning and discretionary portfolio management, tailoring portfolios using a blend of fundamental, technical, and cyclical analysis. The firm also provides retirement plan consulting and sponsors a wrap fee program, offering educational seminars as part of its services.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Annuities Wealth management Tax strategies for small businesses Founder/Business Owner Approaching retirement
user avatar

Jason M

CFP®, Series 66

Weatherford, TX

BentOak Capital

Jason Mcgarraugh is a CFP®-certified financial advisor with 23 years of industry experience. He is currently with BentOak Capital, operating under Garrett Wealth Advisory Group since 2024, and previously worked at Neal Financial Group, L.P., LPL Financial, and Waddell & Reed. Mcgarraugh holds a Series 66 license and is based in Weatherford, Texas. BentOak Capital serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities by providing comprehensive financial planning, discretionary portfolio management, and retirement plan consulting. The firm typically manages accounts on a discretionary, wrap-program basis, employing a combination of fundamental, technical, and cyclical analysis while utilizing third-party technology for ongoing portfolio monitoring and client reporting.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Annuities Wealth management Tax strategies for small businesses Founder/Business Owner Approaching retirement
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David G

CFP®, Series 63

Weatherford, TX

BentOak Capital

David Garrett is a CFP® with 32 years of experience in financial advisory. He is currently with BentOak Capital and has held roles at Garrett Wealth Advisory Group, Snow Garrett Wealth Management, and LPL Financial. He serves on the board of the Weatherford-Parker County Economic Development Corporation and is a for-profit board member of Texas Bank. BentOak Capital serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities by providing comprehensive financial planning, discretionary portfolio management, and retirement plan consulting. The firm utilizes a combination of fundamental, technical, and cyclical analysis to tailor portfolios and offers services through a wrap-program model supported by third-party technology and ongoing due diligence of independent managers.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Annuities Wealth management Tax strategies for small businesses Founder/Business Owner Approaching retirement
user avatar

Terin R

Series 65

Weatherford, TX

BentOak Capital

Terin Rundus is a financial advisor at BentOak Capital with a Series 65 designation. He has held positions at multiple firms since 2023 and has experience working with Kansas State University in various roles. BentOak Capital serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities with comprehensive financial planning, discretionary portfolio management, and retirement plan consulting. The firm employs a mix of fundamental, technical, and cyclical analysis and manages accounts primarily on a discretionary, wrap-program basis.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Annuities Wealth management Tax strategies for small businesses Founder/Business Owner Approaching retirement
user avatar

James S

CFP®, Series 63, Series 65, Series 66

Weatherford, TX

BentOak Capital

James Sargent is a CFP® professional with 14 years of industry experience. He currently serves at BentOak Capital and has previously worked with LPL Financial, Bank of America, Merrill, and Snow Garrett Wealth Management. He has been associated with Garrett Wealth Advisory Group since 2019. BentOak Capital, operating as Garrett Wealth Advisory Group, provides comprehensive financial planning, discretionary portfolio management, and retirement plan consulting for individuals, high-net-worth clients, and business entities. The firm employs a mix of fundamental, technical, and cyclical analysis, managing portfolios through discretionary wrap programs and utilizing third-party technology for planning and reporting.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Annuities Wealth management Tax strategies for small businesses Founder/Business Owner Approaching retirement
user avatar

Alan B

CFP®, Series 66

Weatherford, TX

BentOak Capital

Alan Bunn is a CFP® and holds a Series 66 license with six years of industry experience. He is currently associated with BentOak Capital and Garrett Wealth Advisory Group and has previously worked at LPL Financial and Wells Fargo Bank. Bunn serves on several nonprofit and professional boards, including the Lubbock Chamber of Commerce and the Children's Advocacy Center of the South Plains. Garrett Wealth Advisory Group, operating as BentOak Capital, provides financial planning, discretionary portfolio management, and retirement plan consulting for individuals, high-net-worth clients, trusts, and business entities. The firm employs a mix of fundamental, technical, and cyclical analysis to tailor portfolios and sponsors a wrap fee program along with offering educational seminars for retirement plan participants.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Annuities Wealth management Tax strategies for small businesses Founder/Business Owner Approaching retirement
user avatar

Michael C

CFP®, Series 63

Weatherford, TX

BentOak Capital

Michael Cochran is a CFP®-designated financial advisor with 11 years of industry experience. He is currently with BentOak Capital and Garrett Wealth Advisory Group, having previously worked at LPL Financial, Charles Schwab, Schwab Private Client Investment Advisory, Frost Brokerage Services, and Frost Bank. Outside of his advisory role, Cochran is involved in cattle sales and serves on the Texas & Southwestern Cattle Raisers Association Property Rights & Tax Committee. BentOak Capital serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities with comprehensive financial planning and wealth-management services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor portfolios and typically manages accounts on a discretionary, wrap-program basis.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Annuities Wealth management Tax strategies for small businesses Founder/Business Owner Approaching retirement
user avatar

Kimberly C

Series 63, Series 66

Weatherford, TX

BentOak Capital

Kimberly Cushman is a financial advisor at BentOak Capital with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, LLC and Neal Financial Group L.P. Cushman is also a commissioned Texas notary. BentOak Capital serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities with comprehensive financial planning, discretionary portfolio management, and wealth-management services. The firm employs a mix of fundamental, technical, and cyclical analysis to tailor portfolios and sponsors a wrap fee program while providing educational seminars as part of its retirement plan consulting.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Annuities Wealth management Tax strategies for small businesses Founder/Business Owner Approaching retirement
user avatar

Laura W

CFP®, Series 66

Weatherford, TX

BentOak Capital

Laura Werner is a CFP® with two years of industry experience, currently serving as a financial advisor at BentOak Capital. She has worked at Garrett Wealth Advisory Group and LPL Financial, and holds a notary commission in Texas. BentOak Capital serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities with comprehensive financial planning, discretionary portfolio management, and wealth-management services. The firm uses a blend of fundamental, technical, and cyclical analysis and typically manages accounts on a discretionary, wrap-program basis.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Annuities Wealth management Tax strategies for small businesses Founder/Business Owner Approaching retirement
user avatar

Calynn M

Series 66

Weatherford, TX

BentOak Capital

Calynn Mullins is a financial advisor with BentOak Capital and holds a Series 66 designation. She has nine years of industry experience, including roles at LPL Financial and Edward Jones Investments. Mullins serves on multiple nonprofit and for-profit boards in Weatherford, TX, including Zonta of Parker County and Cue the Confetti. BentOak Capital, operating as Garrett Wealth Advisory Group, provides comprehensive financial planning and wealth management services to individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm employs a discretionary, wrap-fee investment approach combining fundamental, technical, and cyclical analysis, and offers retirement plan consulting with educational seminars.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Annuities Wealth management Tax strategies for small businesses Founder/Business Owner Approaching retirement
user avatar

Adam S

Series 65

Weatherford, TX

BentOak Capital

Adam Strahan is a Series 65-licensed financial advisor with BentOak Capital and has two years of industry experience. He is also a licensed attorney and partner at Webb Strahan Meeks, PLLC, a law firm where he has worked for over eleven years. Additionally, he manages a holding company, Riam Family, LLC. BentOak Capital serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities with financial planning, discretionary portfolio management, and wealth management services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor portfolios and sponsors a wrap fee program while providing retirement plan consulting that includes educational seminars.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Annuities Wealth management Tax strategies for small businesses Founder/Business Owner Approaching retirement
user avatar

Samuel W

Series 65

Weatherford, TX

BentOak Capital

Samuel Webb is a financial advisor at BentOak Capital with four years of industry experience. He holds a Series 65 designation and has worked with several firms, including Frontier Investment Management and Freedom Day Solutions, LLC. Outside of his advisory role, he is a partner at Webb Strahan Meeks, PLLC, providing legal services, and serves as a visiting lecturer at Texas A&M University. BentOak Capital serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities with comprehensive financial planning, discretionary portfolio management, and retirement plan consulting. The firm uses a mix of fundamental, technical, and cyclical analysis to tailor portfolios and typically manages accounts on a discretionary, wrap-program basis.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Annuities Wealth management Tax strategies for small businesses Founder/Business Owner Approaching retirement
user avatar

Tanner C

CFP®, Series 63, Series 65

Weatherford, TX

BentOak Capital

Tanner Castle is a financial advisor with BentOak Capital who holds the CFP® designation and has eight years of industry experience. He previously worked at Lee Financial Company and LPL Financial. Outside of his advisory role, Tanner serves on the Texas Tech Personal Financial Planning Alumni Advisory Board and is also involved in music through his personal venture, Tanner Castle Music. BentOak Capital, operating as Garrett Wealth Advisory Group, offers comprehensive financial planning and wealth-management services to individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm employs a mix of fundamental, technical, and cyclical analysis and typically manages portfolios on a discretionary, wrap-program basis, incorporating various investment vehicles and third-party technology to support client planning and reporting.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Annuities Wealth management Tax strategies for small businesses Founder/Business Owner Approaching retirement
user avatar

Keith T

CFP®, ChFC®, Series 63

Weatherford, TX

BentOak Capital

Keith Trent is a CFP® and ChFC® with 26 years of industry experience. He is currently a financial advisor at BentOak Capital, a team-based firm where he has worked since 2018. Prior to joining BentOak, he was with LPL Financial for 18 years. In addition to his advisory role, Trent serves as a finance professor at Texas Tech University. BentOak Capital serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities with financial planning, portfolio management, and retirement plan consulting. The firm employs a mix of fundamental, technical, and cyclical analysis and manages accounts primarily on a discretionary, wrap-fee basis.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Annuities Wealth management Tax strategies for small businesses Founder/Business Owner Approaching retirement
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