David Wayne Garrett
Investment adviser representative at Bentoak Capital
25 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$969.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
25 years in the industry.
- Bentoak CapitalJan 2020 to now
- Garrett Wealth Advisory Group, LLCDec 2014 to now
- Snow Garrett Wealth ManagementApr 2011 to Jan 2020
- LPL Financial LLCAug 2001 to Dec 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
State registrations
Registered as an investment adviser representative in 1 state (TX).
Bentoak Capital
Legal name: Garrett Wealth Advisory Group, LLC
$969.8MAssets managed
798Clients
19Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2498087
- Firm CRD
- 173563