Michael Joseph Cochran
Investment adviser representative at Bentoak Capital
12 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
12 years in the industry.
- Bentoak CapitalDec 2021 to now
- Garrett Wealth Advisory GroupDec 2021 to now
- LPL Financial LLCDec 2021 to Dec 2024
- Charles Schwab & Co., inc.Jun 2019 to Nov 2021
- Schwab Private Client Investment Advisory, Inc.Jun 2019 to Nov 2021
- Frost Brokerage ServicesOct 2017 to Jun 2019
- Frost BankJun 2014 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
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
- 6368586
- Firm CRD
- 173563