Lubbock, TX – BentOak Capital is excited to announce a significant evolution in the role of esteemed advisor Keith Trent. Going forward, Keith will be focusing on team mentorship as a pivotal role at BentOak Capital. This strategic transition comes after BentOak Capital officially acquired Keith’s practice in May 2024, solidifying the groundwork for a smooth continuity of service. His ongoing engagement at BentOak Capital will ensure a seamless transition, providing continuity and stability for clients and the firm.
“Keith’s new role represents an evolution of his dedication to our firm and clients,” said Brandon Garrett, CEO of BentOak Capital. “While continuing his commitment to mentorship, he will also ensure that our advisors are perfectly poised to carry forward his legacy of outstanding client service. We are fortunate to have his guidance over the next couple of years.”
Keith’s expanded role is designed to harness his seasoned experience while allowing him to balance his personal interests and professional contributions effectively. This arrangement benefits clients, who will continue to receive top-notch service and advice, and ensures a smooth handoff to BOC advisors AJ Bunn and Tanner Castle, who have been actively involved with Keith’s clients and are deeply familiar with their financial goals.
“Embracing this new role allows me to focus on my passions while still contributing to BentOak Capital’s success,” Keith Trent remarked. “I’m excited to help shape the future of our firm by supporting AJ and Tanner, who are both skilled advisors ready to lead our clients towards achieving their financial objectives.”
This transition highlights BentOak Capital’s commitment to strategic succession planning and client service, emphasizing the cultivation of internal talent and the enduring transmission of the firm’s values through its next-generation advisors. With offices in Weatherford, Fort Worth, Lubbock, and Houston, the BentOak Capital team now oversees advisory, brokerage, and retirement assets under advisement of over $800 million.
For more information about BentOak Capital and its team, please visit www.bentoakcapital.com.
Please remember to contact BentOak Capital (“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 want to impose, add, to modify any reasonable restrictions to our investment advisory services, or if you wish to direct that BentOak to effect any specific transactions for your account. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.bentoakcapital.com.
This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Securities offered through LPL Financial, Member: FINRA/SIPC. Investment advice offered through BentOak Capital, a registered investment advisor and separate entity from LPL Financial.
