Kimberly Grace Cushman
Investment Adviser Representative at Bentoak Capital
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kimberly Grace Cushman is an investment adviser representative with Bentoak Capital in Katy, TX, where they have been registered since 2024. They have worked in the securities industry since 2010 and were previously registered with LPL Financial LLC. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 4
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.
- Neal Financial Group L.P.Aug 2016 – Dec 2023Houston, TX
- LPL Financial, LLCAug 2016 – Dec 2024Houston, TX
- GARRETT WEALTH ADVISORY GROUP, LLC dba BentOak CapitalJan 2024 – no end date reportedKaty, 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. Kimberly Grace Cushman 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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