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Our Clients

Who We Serve

Client Profile


Man with laptop at a desk

OUR CLIENTS

  • Are financial delegators
  • Are engaged in our process
  • Share similar values to BentOak Capital 

Money cycle

Assets

Minimum $500,000
investable assets

or

Home investment growth

Income

Minimum $200,000 gross
household income


While our client qualifications serve as a good rule of thumb, we are happy to visit with you about your personal situation to see if we would be a good fit for one another.

WHO WE SERVE

Client Focus

BentOak Capital is committed to providing clients with a personalized wealth management experience. 


Money logoWealth Accumulators

  • 20’s-40’s and 15+ years from retirement

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Palm treeRetirees

  • Currently retired -OR- nearing retirement

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Business man and buildingBusiness
Owners

  • Small business -OR- family / closely held business owners

Learn More


Group of peopleExecutives

  • Corporate C-Suite, Director, or Manager

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Increasing GraphUltra-High Net Worth

  • Individual, family, or trust with $5+ million investable assets

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WHO WE SERVE

Professions

It’s important to work with an advisor that is familiar with your situation – someone that can meet you where you are. We often work with clients that have accumulated their wealth in the following industries or professions:




Light bulb


Entrepreneurs

Stethoscope
Physicians

First Aid
Medical
Professionals

Blueprints
Engineers

Airplane
Pilots

Balance
Attorneys

Home Growth
Real Estate
Professionals

Bank Building
Banking
Professionals

Computer
IT Professionals

Oil Well Pump
Oil & Gas

Farm House
Farm & Ranch

Car
Auto Dealers