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BENTOAK CAPITAL
GARRETT WEALTH ADVISORY GROUP, LLC
CRD 173563 · SEC 801-80598
201 FT. WORTH HWY., WEATHERFORD, TX, 76086, United States
Phone
817-550-6750
Fax
817-923-4902
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$969.8M
Discretionary AUM
$969.8M
Team
20 total employees; 19 advisory reps; 29 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 488 | $164.4M |
| High net worth individuals | 286 | $544.5M |
| Pension/profit sharing plans | 2 | $6.5M |
| Charitable organizations | 4 | $312K |
| Corporations/business entities | 18 | $254.1M |
States served
AR, NM, TX, FL
All web addresses on file
Official SEC filing: View on IAPD