Our firm is family-oriented, collaborative, and fun! Every team member at BentOak Capital is here for a reason – not only are they extremely competent, they possess the personal qualities that resonate with our company culture.
Benefits and Perks
Incentive-based bonus structure
401(k) with match
Employee Health Insurance Coverage
Employer HSA contributions
Unique employee appreciation program – earn additional days off, wardrobe allowance, etc.
We currently do not have any open positions, but we are always interested in meeting talented people.
If you would like for us to keep your resume on file or discuss potential future needs of our firm, please email firstname.lastname@example.org.
The wealth management industry continues to evolve with technology, regulatory, and client expectations changing over time. This rapid pace of change has brought on an influx of M&A activity, and we expect to see mergers and acquisitions to continue to pick up in the years to come. In the state of Texas, we have seen an increase in mergers and acquisitions with many acquiring firms being from out of state.
As Texans, we are ruggedly independent, and we believe in keeping the ownership of Texas companies in Texas. As a firm, we feel we are uniquely positioned to merge or acquire rural Texas financial advisory practices and firms in the western half of the state. If you are interested in learning more about how BentOak Capital could help you scale and/or fit into your succession plan, please contact us.
Scalability of processes
Access to specialized experts
Turnkey client deliverables
In-house investment management
Marketing support & strategy