BentOak Capital is the operating name of Garrett Wealth Advisory Group, formed in 2014 and principally owned by David and Brandon Garrett. It serves corporate retirees, business owners, multigenerational families, and farm and ranch families. Portfolios combine funds, ETFs, individual securities, and outside managers; direct indexing is available through Orion. Wealth-management engagements may include financial planning, while standalone planning and legal work are separately arranged. Outside managers and certain trading or account services can add charges beyond the advisory fee.
Overview
- Headquarters
- Weatherford, TX
- Total Firm Assets
- $970 million
- Average High-Net-Worth Client Portfolio Size
- $1.9 million
- Stated Minimum Account Size
- $1,000,000
Fee Disclosure
Source: GARRETT WEALTH ADVISORY GROUP DISCLOSURE BROCHURE (2026-09-02)
· View brochure text
Latest filing: GARRETT WEALTH ADVISORY GROUP - WRAP FEE BROCHURE (2026-09-02)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 1.35% |
| $500,001 | $1,000,000 | 1.25% |
| $1,000,001 | $2,000,000 | 1.15% |
| $2,000,001 | $3,000,000 | 1.00% |
| $3,000,001 | $5,000,000 | 0.85% |
| $5,000,001 | $7,000,000 | 0.75% |
| $7,000,001 | and above | Negotiable |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $13,000 | 1.30% |
| $5 million | $51,500 | 1.03% |
| $10 million | Negotiable | Negotiable |
| $50 million | Negotiable | Negotiable |
| $100 million | Negotiable | Negotiable |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 56.14%
- Number of High-Net-Worth Clients
- 286
- Total Client Accounts
- 2,039
- Discretionary Accounts
- 2,039
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 173563
- GARRETT WEALTH ADVISORY GROUP DISCLOSURE BROCHURE (2026-09-02) (fee schedule source) · View brochure text
- GARRETT WEALTH ADVISORY GROUP - WRAP FEE BROCHURE (2026-09-02) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗