RIA Intelligence

GARRETT WEALTH ADVISORY GROUP, LLC

Legal name: BENTOAK CAPITAL

CRD #173563 SEC #801-80598 WEATHERFORD, TX 817-550-6750
SEC Registered
Total AUM
$803.7M
Discretionary
$803.7M
Employees
16
Clients
101
Accounts
1,769

AUM Over Time

DateSep 2025
Total AUM$803.7M
Discretionary$803.7M
Non-Disc.$0
Employees16
Clients18
DateApr 2025
Total AUM$803.7M
Discretionary$803.7M
Non-Disc.$0
Employees16
Clients18
DateMar 2025
Total AUM$803.7M
Discretionary$803.7M
Non-Disc.$0
Employees16
Clients18
DateNov 2024
Total AUM$473M
Discretionary$473M
Non-Disc.$0
Employees15
Clients6
DateMay 2024
Total AUM$473M
Discretionary$473M
Non-Disc.$0
Employees14
Clients6
DateApr 2024
Total AUM$473M
Discretionary$473M
Non-Disc.$0
Employees13
Clients6
DateMar 2024
Total AUM$473M
Discretionary$473M
Non-Disc.$0
Employees12
Clients6
DateFeb 2024
Total AUM$392.1M
Discretionary$392.1M
Non-Disc.$0
Employees13
Clients4
DateSep 2023
Total AUM$392.1M
Discretionary$392.1M
Non-Disc.$0
Employees10
Clients4
DateAug 2023
Total AUM$392.1M
Discretionary$392.1M
Non-Disc.$0
Employees10
Clients4
DateJul 2023
Total AUM$392.1M
Discretionary$392.1M
Non-Disc.$0
Employees10
Clients4
DateMar 2023
Total AUM$392.1M
Discretionary$392.1M
Non-Disc.$0
Employees10
Clients4
DateOct 2022
Total AUM$447.5M
Discretionary$447.5M
Non-Disc.$0
Employees11
Clients32
DateMar 2022
Total AUM$447.5M
Discretionary$447.5M
Non-Disc.$0
Employees11
Clients32
DateFeb 2022
Total AUM$356M
Discretionary$356M
Non-Disc.$0
Employees11
Clients2
DateJul 2021
Total AUM$356M
Discretionary$356M
Non-Disc.$0
Employees7
Clients2
DateJul 2021
Total AUM$356M
Discretionary$356M
Non-Disc.$0
Employees7
Clients2
DateJun 2021
Total AUM$356M
Discretionary$356M
Non-Disc.$0
Employees7
Clients2
DateMay 2021
Total AUM$356M
Discretionary$356M
Non-Disc.$0
Employees7
Clients2
DateMay 2021
Total AUM$356M
Discretionary$356M
Non-Disc.$0
Employees7
Clients2
DateMar 2021
Total AUM$356M
Discretionary$356M
Non-Disc.$0
Employees8
Clients2
DateAug 2020
Total AUM$321.5M
Discretionary$321.5M
Non-Disc.$0
Employees8
Clients0
DateAug 2020
Total AUM$321.5M
Discretionary$321.5M
Non-Disc.$0
Employees8
Clients0
DateJul 2020
Total AUM$321.5M
Discretionary$321.5M
Non-Disc.$0
Employees8
Clients0
DateJul 2020
Total AUM$321.5M
Discretionary$321.5M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$321.5M
Discretionary$321.5M
Non-Disc.$0
Employees8
Clients0
DateMar 2020
Total AUM$321.5M
Discretionary$321.5M
Non-Disc.$0
Employees8
Clients0
DateJan 2020
Total AUM$275.4M
Discretionary$275.4M
Non-Disc.$0
Employees14
Clients0
DateDec 2019
Total AUM$275.4M
Discretionary$275.4M
Non-Disc.$0
Employees13
Clients0
DateJul 2019
Total AUM$275.4M
Discretionary$275.4M
Non-Disc.$0
Employees11
Clients0
DateJul 2019
Total AUM$275.4M
Discretionary$275.4M
Non-Disc.$0
Employees11
Clients0
DateJun 2019
Total AUM$275.4M
Discretionary$275.4M
Non-Disc.$0
Employees11
Clients0
DateApr 2019
Total AUM$278.7M
Discretionary$275.4M
Non-Disc.$3.3M
Employees11
Clients0
DateMar 2019
Total AUM$278.7M
Discretionary$275.4M
Non-Disc.$3.3M
Employees10
Clients0
DateMar 2019
Total AUM$278.7M
Discretionary$275.4M
Non-Disc.$3.3M
Employees10
Clients0
DateMar 2019
Total AUM$278.7M
Discretionary$275.4M
Non-Disc.$3.3M
Employees10
Clients0
DateDec 2018
Total AUM$236.6M
Discretionary$236.6M
Non-Disc.$0
Employees10
Clients0
DateOct 2018
Total AUM$236.6M
Discretionary$236.6M
Non-Disc.$0
Employees10
Clients0
DateMar 2018
Total AUM$236.6M
Discretionary$236.6M
Non-Disc.$0
Employees10
Clients0
DateMar 2018
Total AUM$236.6M
Discretionary$236.6M
Non-Disc.$0
Employees10
Clients0
DateJan 2018
Total AUM$234.5M
Discretionary$214.5M
Non-Disc.$20M
Employees13
Clients0
DateOct 2017
Total AUM$234.5M
Discretionary$214.5M
Non-Disc.$20M
Employees13
Clients0
DateSep 2017
Total AUM$203.6M
Discretionary$184.8M
Non-Disc.$18.7M
Employees13
Clients536
DateAug 2017
Total AUM$203.6M
Discretionary$184.8M
Non-Disc.$18.7M
Employees13
Clients536
DateMar 2017
Total AUM$203.6M
Discretionary$184.8M
Non-Disc.$18.7M
Employees13
Clients536
DateDec 2016
Total AUM$174.4M
Discretionary$157.6M
Non-Disc.$16.8M
Employees10
Clients536
DateSep 2016
Total AUM$174.4M
Discretionary$157.6M
Non-Disc.$16.8M
Employees10
Clients536
DateJul 2016
Total AUM$174.4M
Discretionary$157.6M
Non-Disc.$16.8M
Employees10
Clients536
DateFeb 2016
Total AUM$174.4M
Discretionary$157.6M
Non-Disc.$16.8M
Employees10
Clients536
DateSep 2015
Total AUM$151.6M
Discretionary$137.3M
Non-Disc.$14.3M
Employees7
Clients0
DateJul 2015
Total AUM$151.6M
Discretionary$137.3M
Non-Disc.$14.3M
Employees7
Clients0
DateMar 2015
Total AUM$151.6M
Discretionary$137.3M
Non-Disc.$14.3M
Employees7
Clients0
DateMar 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateJan 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateJan 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateNov 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0