Overview

BentOak Capital is an established yet youthful Texas-based firm. As we look to expand through mergers and acquisitions, we seek partnerships with advisors who, like us, have built their careers on the principles of integrity, hard work, and a deep commitment to client service. We understand that for advisors contemplating retirement, the decision to merge or sell is not just about the numbers—it's about finding a home where your clients' needs are met with the same care and dedication you've always provided.

Our firm—with multiple offices and a dynamic team—is perfectly positioned to offer a seamless transition for advisors contemplating the next step. Our average CFP practitioner is 36 years old and we are committed to building a sustainable legacy enterprise. We are not another asset gathering firm, we are not looking to sell for at least another 30 years, and we have no outside investor / private equity affiliation!

Join us, and let's continue to build on the legacy of trust and excellence you've worked so hard to create, ensuring it thrives for generations to come!

Note: We are primarily looking for firms in DFW, Waco, Austin, Houston, Lubbock, Amarillo, Midland/Odessa, San Angelo, Abilene, Wichita Falls. Also interested in Eastern NM and OK firms.


Last Activity
this month
Listing Updated
April 25, 2024

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