DBA: BENTOAK CAPITAL
| Total AUM | $969.8M |
| Discretionary | $969.8M100% of AUM |
| Client Accounts | 2,039 |
| Avg Account Size | $476K |
| Employees | 20 |
| Peak AUM | $969.8MMar 2026 |
Total AUM
$970M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $970M | +20.7% | +35.2% | +22.2% | |
| Discretionary AUM | |||||
| Total AUM | $969.8M |
| Discretionary | $969.8M |
| Employees | 20 |
| Client Accounts | 2039 |
| Client Range | More than 500 |
Address
201 FT. WORTH HWY.
WEATHERFORD TX 76086
Phone
817-550-6750
Filing History
62 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$970M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| $970M |
| +20.7% |
| +35.2% |
| +22.2% |
| Total Accounts | 2k | +15.3% | +18.0% | +14.7% |
| Avg Account Size | $475,609.955 | +4.7% | +14.6% | +6.5% |
| Employees | 20 | +25.0% | +26.0% | +20.1% |
| AUM / Employee | $48M | 3.5% | +7.3% | +1.7% |
Client AUM Segments | |||||
| Wealth AUM | $709M | +16.2% | +28.0% | +18.8% | |
| Institutional AUM | $261M | +34.8% | +69.2% | +35.6% | |
Client Count Segments | |||||
| HNW Clients | 488 | 9.3% | +5.0% | +7.3% | |
| Institutional | 24 | +41.2% | +33.9% | +27.9% | |
| Individuals | 286 | +39.5% | +21.4% | +13.2% | |