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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

    Investment Management

    Sitting in Cash? The Rare Three-Way Opportunity to Investing in Municipal Bonds 

    The Dilemma You Face Today  If you are like many high net worth […]

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    Financial Wellness

    Your Wealth Extends Beyond Dollars: The Transformative Power of Journaling

    Our lives move quickly. Days blur together, and the thoughts or emotions that […]

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    Financial Markets

    Why A.I. Isn’t Just Another Fad

    Every cycle, investors wrestle with the same question: is this growth real, or […]

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  • News Room

    Relocation Lubbock Office

    BentOak Capital Relocates Lubbock Office to Support Continued Growth

    LUBBOCK, TEXAS — BentOak Capital, a leading wealth management firm, is pleased to […]

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    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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  • Videos

    How Retirees Actually Get Paid

    We go beyond the simple question of ‘Can I retire?’ to address how […]

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    Investment Philosophy

    BentOak Capital: Investment Philosophy

    Learn more about our balanced, collaborative approach to investment.

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    Getting Started with Financial Planning

    Getting Started With Financial Planning

    Learn how to set up your financial profile.

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  • Downloadable Resources

    How to Choose the Right Financial Advisor ebook

    How to Choose the Right Financial Advisor

    Everyone says the right things. “We’re fiduciaries.” “We act in your best interest.” “We offer comprehensive […]

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    Family LLC vs. FLP: Choosing the Right Structure for Your Farm and Ranch Entities

    This white paper delves into the intricacies of FLPs and Family LLCs, highlighting […]

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    Love and Money

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

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    View All Downloadable Resources

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OFFICES

Fort Worth

5000 Overton Plaza Suite 110
Fort Worth, TX 76109

817-288-3004

Lubbock

5107 82nd Street Suite 209
Lubbock, TX 79424

806-771-1977

Weatherford

201 Fort Worth Hwy
Weatherford, TX 76086

817-550-6750

Houston

24650 Kingsland Blvd
Katy, TX 77494

713-930-4460

  • 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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