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Resource Hub

Your Source For Wealth Wisdom

Using our resources, uncover professional advice, strategic insights, and industry guidance to confidently navigate your financial journey.

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  • Blogs

    BentOak Updates

    BentOak Capital’s 2024 Year in Review

    As we say goodbye to 2024, we at BentOak Capital reflect on a […]

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    Business Planning

    Making the Shift: Working “on” Instead of Working “in” Your Business

    “On” versus “In” – What’s the Difference Anyways?  The title of this blog […]

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    Wealth Management

    Beyond the Numbers: Experience Matters

    So, you’ve been considering hiring a financial advisor. You’ve delved into research, sought […]

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  • Press

    Inherit Wealth, Not Woes

    In the New York Times article discussing how to manage inherited wealth, Jason […]

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    What Beneficial Ownership Means for Small-Biz Clients

    In the Financial Planning Association article “What Beneficial Ownership Means for Small Biz […]

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    American 401(K) Savings Rates Reach All-Time High

    In the Financial Planning article “American 401(k) Savings Rates Reach All-Time High, Vanguard […]

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  • Videos

    BentOak Capital: Investment Philosophy

    Learn more about our balanced, collaborative approach to investment.

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    Getting Started With Financial Planning

    Learn how to set up your financial profile.

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    Change Your Financial Future

    Our holistic approach to financial planning helps you reach your goals.

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  • Downloadable Resources

    Love and Money

    We partnered with Sonya Lutter, Ph.D., CFP®, LMFT to bring you this amazing […]

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    7 Key Considerations for a Fulfilling and Confident Future

    We will cover several topics to consider prior to retirement, providing you insights […]

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OFFICES

Fort Worth

5000 Overton Plaza Suite 110
Fort Worth, TX 76109

817-288-3004

Lubbock

611 University Ave. Suite 220
Lubbock, TX 79401

806-771-1977

Weatherford

201 Fort Worth Hwy,
Weatherford, TX 76086

817-550-6750

Houston

24650 Kingsland Blvd,
Katy, TX 77494

806-771-1977

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.

 

BentOak Capital is a registered investment adviser with offices located in Weatherford, Fort Worth, and Lubbock Texas. BentOak Capital may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. BentOak Capital’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of BentOak Capitals’ website on the Internet should not be construed by any consumer and/or prospective client as BentOak Capitals’ solicitation to effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by BentOak Capital with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of BentOak Capital, please contact the state securities regulators for those states in which BentOak Capital maintains a registration filing. A copy of BentOak Capital’s current written disclosure statement discussing BentOak Capital’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from BentOak Capital upon written request. BentOak Capital does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to BentOak Capital’s website or incorporated herein and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

 

This website and information are provided for guidance and information purposes only. The content is developed from sources believed to be providing accurate information. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy regarding your individual situation. This website and information are not intended to provide investment, tax, or legal advice.

 

Insurance products and services are offered and sold by individually licensed and appointed insurance agents.

 

Retirement Income Certified Professional (RICP®) conferred by The American College.

 

Securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through BentOak Capital, a registered investment advisor, and separate entity from LPL Financial. The LPL Financial representatives associated with the website may discuss and/or transact securities business only with residents of states in which they are properly licensed. No offers may be made or accepted from any resident outside of the following states: AK, AL, AR, AZ, CA, CO, CT, DE, ID, IL, FL, GA, HI, KS, KY, LA, ME, MO, NC, NJ, NM, NY, OH, OK, PA, TN, TX, UT, VA, WA, WI.

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