About this Nominee
At BentOak Capital, we’re proud to call Katy home. Our local team is dedicated to helping individuals, families, and business owners grow and protect their wealth with personalized financial advice.
Every financial journey is different, and we take the time to understand yours. Our team includes seasoned financial advisors with decades of experience guiding clients through market cycles and life transitions. Many of our advisors hold the CERTIFIED FINANCIAL PLANNER™ designation, reflecting the highest standard in personal financial planning and a commitment to putting clients’ interests first.
We offer services that include retirement planning, investment management, estate planning, and tax strategies. With more than $830 million in assets under advisement, BentOak Capital offers the resources of a national firm - backed by deep roots in Texas and a strong commitment to the Katy community.
We specialize in working with engineers, business owners, and high-net-worth families, and we’re passionate about supporting the Katy community. Whether through volunteer work or partnerships with local businesses, we’re committed to helping our hometown thrive.