Start Free Trial
Pricing
Log In
Log In
Upgrade browser for full Crunchbase experience. You're accessing Crunchbase in a browser that is no longer supported.
Learn More
BentOak Capital Logo
BentOak Capital CB Rank
1225126
Heat Score
54
BentOak Capital is a financial advisory firm that specializes in retirement planning, estate planning, and tax planning services.
Private Weatherford, Texas, United States11-50 bentoakcapital.com
Consulting
Real Estate Investment
Retirement
Wealth Management
Overview

BentOak Capital
Heat Score
54

Growth Score
pts
in past quarter
Heat Score 54
-8 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
See more interactive data and historical milestones on desktop for the best experience

About BentOak Capital

CB Rank
1225126
BentOak Capital is a financial advisory firm that specializes in retirement planning, estate planning, and tax planning services.
Private Weatherford, Texas, United States11-50 bentoakcapital.com
Consulting
Real Estate Investment
Retirement
Wealth Management

Details

Legal Name BentOak Capital
Operating Status Active
Company Type For Profit
Phone Number +1 817 550 6750
Contact Email info@bentoakcapital.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Retirement Planning
Services to help clients prepare for retirement by managing income, benefits, and financial goals.
Estate Planning
Advisory services to structure and manage the transfer of assets according to clients' wishes.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 11
News

News and Press

News•Feb 24, 2026
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
News•May 10, 2024
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

57
-50.43%
 in past month

IT Spend

$379.3KThis year, BentOak Capital is projected to spend $379.3K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Employee Management Logo
Employee Management
76

Active Website Tech Count

4BentOak Capital is actively using 4 technologies for its website, according to BuiltWith. These include Common Crawl, CommonCrawl Top 50m, and  DNSSEC.
Sub-Organizations
Frequently Asked Questions

Where is BentOak Capital's headquarters? BentOak Capital is located in Weatherford, Texas, United States.Who are BentOak Capital's competitors? Alternatives and possible competitors to BentOak Capital may include Fidelity, Charles Schwab, and  PNC.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
Terms of Service | Privacy Policy | Sitemap | © 2026 Crunchbase Inc. All Rights Reserved.
(05b78c5 1)
|