New affiliations add PhD, JD, and CEPA® acumen—deepening advisor development and high-net-worth planning

BentOak Capital, an independent wealth management firm originating in North Texas, has surpassed $1 billion in assets under advisement (AUA). This milestone signals a new chapter for the firm, which has intentionally scaled its heritage of service.

The achievement reflects a steady, relationship-driven approach to financial planning and investment management. For BentOak Capital, reaching the $1 billion mark is a catalyst for further investment in the high-level insight required by complex families and business owners.

“This milestone is a reflection of the trust our clients place in us,” said Brandon Garrett, CEO of BentOak Capital. “It allows us to continue investing in the people, systems, and knowledge that directly enhance the experience and outcomes for the families we serve.”

Strategic Affiliations to Strengthen Texas Footprint

As part of this next phase of growth, BentOak Capital is expanding its advisory capabilities through the affiliation of the BentOak Capital - Brazos Group team. This team adds depth in advanced planning, estate strategy, and business consulting for complex families and business owners.

The Brazos Group team includes Dr. Nathan Harness, PhD, CFP®, Sam Webb, JD, and Keith Strahan, JD, CEPA®. Dr. Harness will contribute to advisor development and thought leadership at BentOak Capital. He will serve as a Wealth Consultant to high-net-worth families while continuing his role in academia as a professor of financial planning. Webb and Strahan bring extensive experience working with business owners and high-net-worth families navigating multigenerational planning and major transitions.

BentOak Capital is also pleased to welcome Dr. Chris Browning, PhD, CFP®, to the firm’s Lubbock office. Dr. Browning will provide strategic leadership, advisor development, and wealth advisory services to high-net-worth families throughout West Texas while continuing his academic role as a university professor.

“These additions strengthen our ability to serve clients across the full spectrum of complexity,” Garrett added. “Whether a family is building wealth, transitioning a business, or planning across generations, we are continuing to build the depth needed to guide those conversations well.”

BentOak Capital serves clients throughout Texas with offices in Weatherford, Fort Worth, Katy, and Lubbock. The firm remains focused on purposeful growth that enhances client service, advisor development, and long-term community impact.

About BentOak Capital
BentOak Capital is an independent wealth management firm dedicated to helping families, business owners, and institutions make confident financial decisions. Through personalized planning and collaborative investment management, the firm’s advisors deliver clarity and alignment across all areas of a client’s financial life.

Disclosure: Certain advisors affiliated with BentOak Capital maintain ownership interests in separate businesses that provide estate planning coordination, legal services, and business consulting or succession planning services.

These outside business activities are independent of BentOak Capital and are not affiliated with, supervised by, or compensated through the firm. Clients engaging in those services will enter into separate agreements with those entities.

Assets Under Advisement (AUA) represents assets for which BentOak Capital provides advisory services but does not necessarily exercise discretionary control or manage directly. Inclusion of retirement plan assets in this figure does not imply fiduciary responsibility for those plans. AUA is calculated based on the market values reported at the date referenced and is subject to change due to market conditions, client contributions, withdrawals, and other factors. AUA is not a measure of performance, and it should not be interpreted as an indicator of future performance, client satisfaction, or the scope of services provided.

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“This milestone is a reflection of the trust our clients place in us,” said Brandon Garrett, CEO of BentOak Capital.