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201 Fort Worth Hwy Weatherford, TX 76086

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5107 82nd Street, Suite 209 Lubbock, TX 79424

Houston

24650 Kingsland Blvd Katy, TX 77494

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5000 Overton Plaza Suite 110 Fort Worth, TX 76109

FORM CRS
DISCLOSURE BROCHURE
PRIVACY POLICY

Please remember that past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by BentOak Capital [“BentOak]), or any non-investment related content, made reference to directly or indirectly in this commentary will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, no portion of the foregoing content serves as the receipt of, or a substitute for, personalized investment advice from BentOak. Neither BentOak’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if BentOak is engaged, or continues to be engaged, to provide investment advisory services. BentOak is neither a law firm, nor a certified public accounting firm, and no portion of the commentary content should be construed as legal or accounting advice. A copy of BentOak’s current written disclosure Brochure and Form CRS discussing our advisory services and fees continues to remain available upon request or at www.bentoakcapital.com. Please Remember: If you are a BentOak client, please contact BentOak, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently. Please Also Remember to advise us if you have not been receiving account statements (at least quarterly) from the account custodian.

Press & Awards

*Please Note: Ranking Limitations. Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either the investment professional or the investment professional’s firm to receive the ranking. The ranking is based upon specific criteria and methodology (see ranking criteria/methodology). No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or the investment professional’s firm. ANY QUESTIONS: BentOak’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.

Media Mentions
BentOak Capital and its representatives are regularly featured in various media outlets, including print, digital, and broadcast platforms. These press mentions arise from journalists and media organizations independently seeking commentary on financial, investment, and wealth management topics relevant to their audiences. BentOak Capital does not pay for these media mentions. All media interactions are initiated independently by journalists or editors based on their selection process and interest in the insights provided by our team. While media mentions highlight our team’s experience and participation in industry discussions, they do not imply endorsement of BentOak Capital or its services by any media outlet. Media features are intended for informational purposes only and should not be relied upon as an indicator of future results, the accuracy of financial predictions, or specific client outcomes. For additional information regarding our media engagements, please contact us directly.

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