WEATHERFORD, TXCRD 173563Latest ADV March 31, 2026
Bentoak Capital is an SEC registered investment adviser organized as a limited liability company with a primary office location in Weatherford, TX. Its latest Form ADV filing, dated March 31, 2026, reports $970M in regulatory assets under management, 20 employees, 3 offices, and 2,039 accounts.
Assets Under Management
$970M
Employees
20
Offices
3 offices
Total Clients
798
Primary office
WEATHERFORD, TX
201 FT. WORTH HWY., WEATHERFORD, TX, United States
Top client segmentIndividuals represent 61.2% of total clients.
Top client categories% of clientsClients
1
Individuals
61.2%
488
2
HNWI
35.8%
286
3
Corporations
2.3%
18
4
Charitable
0.5%
4
5
Pension Plans
0.3%
2
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$970Mas of March 31, 2026
Discretionary100.0%
$970M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$970M
Total Accounts2,039
10Y AUM Change+$766M (+376.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees20
Clients per Employee40:1
10Y Employee Change+7 (+53.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.