BentOak Capital

BentOak Capital is a Financial Planner in Lubbock, TX, located at 5107 82nd St #209. It holds a rating of 5.00 based on 90 reviews. The team of wealth advisors specializes in retirement planning, estate planning, and tax planning. They address the unique financial needs of corporate executives and leaders, including C-Suite, Directors, Managers, and Senior Level Professionals. BentOak Capital serves growth-focused entrepreneurs planning for future exits or succession. Services encompass investment advisory, estate planning, tax planning, and philanthropic strategies. The firm supports family legacy transitions, real estate operations, and family values through The Heritage Process. Clients receive the deep expertise and extensive resources of an institutional powerhouse with the individualized attention of a small firm. Financial advisors specialize in practice areas such as retirement planning, investment management, estate planning, and tax planning. The Market Navigator provides clear insights from the advisory team on the latest trends and key economic data.

The team includes Chris Browning, AJ Bunn, Tanner Castle, and Jason McGarraugh as Wealth Advisors. Michael Cochran serves as Chief Investment Officer. Kimberly Cushman is the Chief Compliance Officer. Brandon W. Garrett is the Chief Executive Officer. Wayne Garrett is the Executive Chairman. Nathan Harness is a Wealth Consultant. Hayden Hill, Keith Strahan, Keith Trent, Sam Webb, Laura Werner, and Marley Wood are Wealth Advisors. Chris Sargent is the Director of Financial Planning. Audra Garrett is the Culture Coordinator. Laura McCrory is the Internal Office Bookkeeper and Receptionist. Calynn Mullins is the Growth & Engagement Strategist. Amanda Rodarte is the Client Care Coordinator. Terin Rundus is a Planning Specialist. Nina Wagner is the Executive Assistant. Madison Wallace is a Wealth Advisor. The firm also has a location at 5000 Overton Plaza Suite 110, Fort Worth, TX 76109.

BentOak Capital is situated on 82nd Street in Lubbock, TX, near landmarks such as Lakeridge Medical Center and Jan Jennings Park.

BizScoreAI awards BentOak Capital a Technical score of 97 out of 100, ensuring the website is secure and readable by search engines. The firm also achieves a Content Quality score of 75 out of 100, providing clear information that AI assistants can quote directly. Additionally, BentOak Capital ranks number 3 of 17 Financial Planner businesses that BizScoreAI has scored in Lubbock.

Services:

• Wealth Management Solutions
• Investment Research
• LPL Financial Business Solutions
• Professional Referral Network
• Marketing Support