Kimberly Grace Cushman
Investment adviser representative at Bentoak Capital
10 yearsExperience
1 stateRegistered in
$969.8MFirm assets
11 yearsFirm in business
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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
10 years in the industry.
- Bentoak CapitalApr 2024 to now
- Garrett Wealth Advisory Group, LLC dba Bentoak CapitalJan 2024 to now
- LPL Financial, LLCAug 2016 to Dec 2024
- Neal Financial Group L.P.Aug 2016 to Dec 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2017
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
- 5110445
- Firm CRD
- 173563