BentOak Capital

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BentOak Capital — overview

Assets Under Management

Type

Wealth Manager

Location

Weatherford, TX, US

Alternative Asset Classes

RE

About

BentOak Capital is a US-based wealth manager and registered investment advisor. It provides investment advisory services to its clients on a discretionary. The services it provides include retirement planning, cash flow & debt management, estate planning, tax planning, investment management, insurance planning and risk management. The firm provides advisory services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, corporations and business entities.

BentOak Capital - known decision makers (18)

Contact NamePositionLocationEmailTelephoneAsset Class
Chief Executive OfficerWeatherford, USRE
Chief Investment OfficerWeatherford, USRE
Chief Operating Officer, Chief Financial Officer and Chief Compliance OfficerWeatherford, USRE
Director of Financial Planning, Wealth AdvisorWeatherford, USRE
Executive ChairmanWeatherford, USRE

Showing 5 of 18 known decision makers BentOak Capital

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