Samuel Charles Webb
Investment adviser representative at Bentoak Capital
17 yearsExperience
1 stateRegistered in
$969.8MFirm assets
11 yearsFirm in business
Are you Samuel Charles Webb? Claim your profile
Contact this firm
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
17 years in the industry.
- Bentoak CapitalSep 2025 to now
- Webb Strahan Meeks, PllcJan 2022 to now
- Freedom Day Solutions, LLCJan 2023 to Sep 2025
- Bettencourt Tax Advisors, LLCJan 2021 to Dec 2021
- Frontier Investment ManagementDec 2019 to Dec 2020
- The Cox Law Firm, PllcDec 2016 to Dec 2020
- Ryan, LLCSep 2011 to Nov 2016
- Wolfe & AssociatesAug 2009 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
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
- 7206182
- Firm CRD
- 173563