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Financial ADVSR advisor directory · SEC adviser records

Bentoak Capital financial advisors in Texas

Every SEC-registered investment adviser representative at a Bentoak Capital office in Texas, by city and A to Z.

17 registered advisors work at Bentoak Capital in Texas, out of 17 nationwide; it's the firm's number 1 state by advisors, and the most are in Weatherford (12). 12 list the CFP designation and 0 are also registered broker representatives.

Bentoak Capital advisors by city in Texas

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Weatherford 12Katy 3Houston 1Lubbock 1

Bentoak Capital advisors in Texas, A to Z

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Questions

How many Bentoak Capital financial advisors are in Texas?

17 investment adviser representatives are registered at Bentoak Capital offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 17 at the firm nationwide. 12 list the CFP designation and 0 are also registered as broker representatives.

Where in Texas does Bentoak Capital have the most advisors?

Weatherford, with 12, then Katy (3). Bentoak Capital has advisors in 4 cities in Texas.

How do I check a Bentoak Capital advisor in Texas?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Bentoak Capital office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.