David Wayne Garrett
Investment Adviser Representative at Bentoak Capital
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
David Wayne Garrett is an investment adviser representative with Bentoak Capital in Weatherford, TX, where they have been registered since 2015. They have worked in the securities industry since 1994 and were previously registered with LPL Financial LLC. They have passed 5 industry qualification exams, including the Series 7 (general securities representative), Series 24 (general securities principal), and Series 63 (state securities agent). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 8
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- LPL Financial LLCAug 2001 – Dec 2024Weatherford, TX
- Garrett Wealth Advisory Group, LLCDec 2014 – no end date reportedWeatherford, TX
- SNOW Garrett Wealth ManagementApr 2011 – Jan 2020Weatherford, TX
- BentOak CapitalJan 2020 – no end date reportedWeatherford, TX
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Bentoak Capital
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $1,000,000 (waivable)
- SWM II / Fee-Based Annuities: Less than $500,0001.35%
- SWM II / Fee-Based Annuities: $500,001 - $1,000,0001.25%
- SWM II / Fee-Based Annuities: $1,000,001 - $2,000,0001.15%
- SWM II / Fee-Based Annuities: $2,000,001 - $3,000,0001.00%
+4 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial planning, investment management, retirement planning, estate planning, tax planning, philanthropic strategies, and business exit and succession planning.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 19
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Weatherford, TX
- SEC file number:
- 801-80598
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 2, 2026
View full firm profileOther advisors at Bentoak Capital
Showing 12 of 19 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Wayne Garrett has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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