GARRETT WEALTH ADVISORY GROUP, LLC

CRD

173563

SEC file #

801-80598

EIN

472206045

DBA names

Bentoak Capital

Economics

AUM

$969.8M

AUM band

$500M-$1B

AUM trajectory

'20 · $275.4M

'21 · $321.5M

'22 · $356.0M

'23 · $447.5M

'25 · $803.7M

'26 · $969.8M

'20'26

$275.4M → $969.8M▲ +252%

sec adv history

Client mix

Individuals Other	488
Individuals High Net Worth	286
Corporations	18
Charitable Organizations	4
Pension Profit Sharing Plans	2

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 8 advisors

'21 · 7 advisors

'22 · 8 advisors

'23 · 8 advisors

'25 · 14 advisors

'26 · 19 advisors

'20'26

8 advisors → 19 advisors▲ +138%

sec adv history

Primary office

WEATHERFORD TX

Branches

—

Custodian & Brokerage

Primary custodian

LPL Financiallow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

03/31/2026

ADV-W filed at

—

Website

bentoakcapital.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

GARRETT, BRANDON, WAYNE

Top Owner Pct

37.5

Top Owner Entity Kind

Owner Count

Control Persons

GARRETT, BRANDON, WAYNE

GARRETT, DAVID, WAYNE

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

BENTOAKCAPITAL.COM

Rdap Domain Creation Date

2019-05-22T17:14:52Z

Rdap Firm Age Years

Rdap Firm Age Band

5-10y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Form 5500 Plan Count

Form 5500 Total Compensation

55,768

Form 5500 Compensation Trajectory 3y

2025

55,768

Form 5500 Plan Count Trajectory 3y

2025

Schedule C Total Compensation

55,768

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001729443

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2019-03-22

Edgar Last Filing Date

2026-04-27

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-27

Accession0001729443-26-000003

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.1784

Soi Zip Pct 200k Plus

0.0361

Soi Zip Returns 200k Plus

380

Soi Zip Total AGI

758,596

Fdic Zip Total Deposits

34,423,925,000

Fdic Zip Branch Count

433

Fdic Zip Top Banks

First National Bank and Trust Company of Weatherford

PlainsCapital Bank

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Lpl Financial	4
E*trade	4

adv brochure

Edgar Addresses

Mailing

201 FORT WORTH HWY.WEATHERFORD, TX 76086

Business

201 FORT WORTH HWY.WEATHERFORD, TX 76086

Edgar EIN

472206045

Edgar Recent Filings

13F-HR2026-04-27 · 0001729443-26-000003

13F-HR2026-02-04 · 0001729443-26-000001

Fdic Zip Branches Raw

Texas BankWeatherford, TX

Fdic Zip HHI

710.14

Fdic Zip Top Bank Share Pct

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2026-05-22T17:14:52Z

Rdap Domain Last Changed

2025-05-23T21:01:10Z

Rdap Nameservers

Ns09.domaincontrol.comNs10.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	39,184
Returns	2,980

Stub 2

AGI	103,037
Returns	2,810

Stub 3

AGI	105,032
Returns	1,710

Soi Zip Total Business Income

30,555

Soi Zip Total Cap Gains

36,380

Soi Zip Total Dividends

6,922

Soi Zip Total Returns

10,540

Top Owner CRD

5661756

Trust Company Affiliate