Alan Joshua Bunn
Investment adviser representative at Bentoak Capital
10 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
10 years in the industry.
- Garrett Wealth Advisory Group, LLCDec 2023 to now
- Bentoak CapitalJan 2020 to now
- LPL Financial LLCJan 2020 to Dec 2024
- Texas Tech University Student HousingMay 2018 to Dec 2020
- Wells Fargo BankJan 2017 to May 2018
- Dick's Sporting GoodsAug 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7219962
- Firm CRD
- 173563