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OFFICES

Fort Worth

5000 Overton Plaza Suite 110
Fort Worth, TX 76109

Lubbock

5107 82nd Street Suite 209
Lubbock, TX 79424

Weatherford

201 Fort Worth Hwy
Weatherford, TX 76086

Houston

24650 Kingsland Blvd
Katy, TX 77494

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.

1. 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.

2. Awards

Weatherford Chamber of Commerce – Small Business of the Year Award 2023 This award is based on the Chamber’s independent selection process, evaluating businesses with fewer than 35 employees on their commitment to ethical business practices, customer service, community involvement, financial growth, employee relations, and workforce development. To be eligible, businesses must have operated for at least two years and be a Chamber member in good standing. BentOak Capital did not pay a fee to be considered for or to receive this award, and the selection was conducted solely by the Weatherford Chamber of Commerce, an independent third party. This recognition does not imply a particular level of skill, expertise, or investment performance, nor should it be construed as a guarantee of future results.

Investment News’ 40 Under 40
Investment News’ 40 under 40 nominations of advisors and associated professionals are evaluated based on: accomplishment to date, contribution to the industry, leadership and promise.

Five Star Wealth Manager
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2018, 2019, 2020 Five Star Wealth Managers.

D Magazine Top Financial Planner 2021
The sole criteria for being chosen for this award was anonymous votes from Certified Financial Planners™ who are members of the DFW Financial Planning Association who answered the question of who they believe to be the most skilled and experienced financial planners and wealth managers in the industry. The Firm paid no fees for participation in this award or any award contests, nor for being chosen as a winner. The Firm did choose to pay a fee to place an ad in the publication to advertise the fact they have been selected for this award. This award was independently granted by D Magazine. Client voting or input (positive or negative) was not used in this survey and therefore had no bearing on these results. This award was strictly based on peer voting. D Magazine is solely responsible for checking the statistical validation of the survey results. BentOak Capital is aware of no facts, issues, or events that would call into question the validity of receiving this award. The advertisement of this award is not intended to reflect any promise or prediction of future performance of Financial Planning services rendered to clients. From D Magazine on criteria for top Wealth Manager Selection 2021 How we compiled this list: We asked every wealth management firm and team in the Dallas-Fort Worth chapter of the Financial Planning Association, Chartered Financial Analyst Institute, and the Investments and Wealth Institute to tell us about their practices. The final list was selected based on these criteria: top firms or teams must have total assets under management for individual clients of at least $100 million; average assets under management per client of at least $1 million; a 95 percent client-retention rate over the last two years; and no current disciplinary actions. Additionally, all firms (or teams, should the team apply as an entity separate from its parent company) must have been in existence for at least five years as of the application deadline (June 7, 2021). They must also hold themselves out as fiduciaries for their clients and provide them with a written disclosure. A panel of esteemed local wealth managers reviewed the final list. All numbers are current as of the application deadline. Out of the 58 that applied, 36 firms and teams were selected. From D Magazine on criteria for top Financial Planner 2021 D Magazine asked every Certified Financial Planner in the Dallas-Fort Worth chapter of the Financial Planning Association to cast an online ballot. They were asked to name peers, both inside and outside their firms, whom they considered to be the most skilled and experienced financial planners in the industry. Outside-firm votes counted more than inside-firm votes. Self-nominations were tossed out. A panel of esteemed local financial planners reviewed the list. Only CFPs made the list. A total of 718 votes were cast, and 240 individuals were nominated. Of these, 96 were selected.

Best Financial Planner – Weatherford Democrat Readers’ Choice
This award is based on votes submitted by readers of the Weatherford Democrat and reflects the opinions of the local community. The selection process is conducted independently by the publication, and BentOak Capital did not pay a fee to be nominated, considered, or to receive this recognition. This award should not be construed as an endorsement of our services or as a guarantee of future investment performance.

Texas Monthly – “Five Star Wealth Manager
This award has been received from 2012 – 2022. As a Wealth Manager, this award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be disclosed or placed on the final list of 2012-2022 Five Star Wealth Managers.

Forbes magazine “Best-in-State”
Each advisor—selected by SHOOK Research—is chosen based on a number of criteria, including: inperson interviews; industry experience; compliance records; revenue produced; and assets under management. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

Weatherford College Alumnus of the Year
This award is determined by a nominating committee that evaluates and votes on nominees based on their contributions to their profession, community, and alma mater. The selection process is conducted independently by Weatherford College and is not influenced by financial considerations or endorsements. BentOak Capital did not pay a fee to be considered for or to receive this award, and the recognition should not be construed as an endorsement of our services or a guarantee of future performance.

Weatherford Chamber of Commerce – James H. Doss Award
This award is given to a businessperson who exemplifies leadership through philanthropic efforts and principled business practices, demonstrating a commitment to both their industry and their community. The selection process is conducted independently by the Weatherford Chamber of Commerce, and no fees were paid by BentOak Capital or the recipient for consideration or receipt of this award. This recognition does not imply a particular level of skill, expertise, or investment performance, nor should it be construed as a guarantee of future results.

Weatherford Chamber – Citizen of the Year Award
This award is determined by a nominating committee that evaluates and votes on nominees based on their dedication to community service, demonstrating outstanding loyalty, time, and talent in support of the Weatherford community. The selection process is conducted independently by the Weatherford Chamber of Commerce and is not influenced by financial considerations or endorsements. BentOak Capital did not pay a fee to be considered for or to receive this award, and this recognition should not be construed as an endorsement of our services or a guarantee of future performance.

FPA Dallas Fort Worth – Young Gun Award
This award honors individuals aged 36 or under who have demonstrated extraordinary commitment and made significant contributions to the financial planning profession and the FPA. Recipients are selected based on their dedication to professional competence, integrity, relationship-building, and stewardship, as well as their efforts to advance the financial planning industry. To be eligible, nominees must be a chapter member, colleague, community leader, volunteer, or company within the DFW community, and nominations from clients or non-FPA members are not accepted. BentOak Capital did not pay a fee to be considered for or to receive this award, and the selection process was independently conducted by the FPA of DFW. This recognition does not imply a particular level of skill, expertise, or investment performance, nor should it be construed as a guarantee of future results.

Distinguished Alumni Award from TTU – FP – 2017
This award is granted through a selection process conducted by the university, where nominees are evaluated based on their professional achievements, contributions to the financial planning profession, and impact on their community. The selection is made independently by a nominating committee and is not influenced by financial considerations or endorsements. BentOak Capital did not pay a fee to be nominated, considered, or to receive this award, and this recognition should not be construed as an endorsement of our services or a guarantee of future investment performance.

Inaugural winner of the McGarraugh Leadership Award – TTU PFP 2002
The McGarraugh Leadership Award recipient is chosen by the Texas Tech University School of Financial Planning faculty to acknowledge an undergraduate or graduate student that truly exemplifies leadership. Each recipient is a top-performer who immerses themselves in doing things for others and the university. They work over and above the call of duty, have dedication to the Personal Financial Planning Program, exert leadership and vision, and are a role model to others. This award is merit based and is not given out every year.

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