• BentOak Capital

    BentOak Capital

    Categories

    Financial Planners & Planning-Certified

    About Us

    BentOak Capital is a full-service financial and investment management firm with clients throughout Texas and several other states. As independent financial advisors with LPL Financial, the largest independent broker/dealer in the United States*, BentOak Capital offers clients access to an assortment of quality, non-proprietary investment strategies and provides a total holistic financial planning process.
    Our team of financial planners and administrative staff serves all clients. With advisors specializing in different practice areas such as retirement planning, estate planning, and tax planning, we have the collaborative resources to address your individual needs.

    *As reported by Financial Planning magazine, June 1996-2020, based on total revenue

    Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through BentOak Capital, a registered investment advisor and separate entity from LPL Financial. (www.finra.org | www.sipc.org)
    The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states:
    AR, AZ, CA, CO, FL, KS, LA, MO, NC, NM, OK, TX, WA

    Rep/Contact Info

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    AJ Bunn
    Paraplanner
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    Keith Trent, CFP®, ChFC®, MSBA
    Wealth Advisor
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    Brandon Garrett, CFP®, CIMA®, AIF®
    President | Chief Investment Officer
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    Wayne Garrett, CPA/PFS, CFP®, RICP®
    Chief Executive Officer
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    Hayden Hill, CFP®
    Associate Wealth Advisor
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    Stefan Simpson, AIF®
    Chief Compliance Officer | Director of Business Operations
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    Stephanie Szabo, CFP®
    Wealth Advisor | Director of Portfolio Administration
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    Madison Wallace, CFP®
    Associate Wealth Advisor
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    Melody Fleming
    Client Service Associate
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    Audra Garrett
    Events Coordinator
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    Mrs. Laura McCrory
    Internal Office Bookkeeper | Receptionist
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    Shannon Mitchell
    Client Service Associate
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    Chris Sargent, CFP®, C(k)P
    Wealth Advisor | Financial Planner
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    Marley Wood
    Paraplanner
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