MC
Michael J. Cochran
BENTOAK CAPITAL
Fort Worth, TX 76109
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CRD#: 6368586
MC
Professional summary
Michael Joseph Cochran, CFP®, CIMA® is a registered financial advisor currently at BENTOAK CAPITAL located in Fort Worth, Texas.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Michael has worked at 7 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.) 12/2021 - C6 Business Owner; Investment Related: No; Location - Business Location 2213 Stanley Ave; Duties: Cattle Sales; Hours devoted per month to business during trading hours 0; Hours devoted per month outside of business hours 24. 2.) 12/2021 - Ranch Hand; Investment Related: No; Location - Fisher County; Duties: Cattle Sales; Hours devoted per month to business during trading hours 0; Hours devoted per month outside of business hours 48. 3.) 12/2021 - Rental Property Owner; Investment Related: No; Location - 3808 Calmont Ave; 3217 Merida Ave Fort Worth TX; Duties: Owner; Hours devoted per month to business during trading hours 0; Hours devoted per month outside of business hours 5. 4.) 12/2021 - Rental Property Owner; Investment Related: No; Location - Hermleigh, Scurry Count TX; Duties: Owner; Hours devoted per month to business during trading hours 0; Hours devoted per month outside of business hours 6. 5.) 01/2024 - 1881 Resources LLC; Investment Related: No; Location - Business Location; Duties: Tax/Invest Entity Owner; Hours devoted per month to business during trading hours 0; Hours devoted per month outside of business hours 15. 6.) 01/2024 - Texas & Southwestern Cattle Raisers Association Property Rights & Tax Committee; Investment Related: No; Location - Business Location; Duties: Committee Member; Hours devoted per month to business during trading hours 0; Hours devoted per month outside of business hours 5.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Joseph Cochran's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
January 3, 2022 - Present
BENTOAK CAPITAL
Office #1: 5000 Overton Plaza Suite 110, Fort Worth, TX 76109RIA
CRD#: 173563
Fort Worth, TX
Past
December 17, 2021 - December 20, 2024
LPL FINANCIAL LLC
BD
CRD#: 6413
FT WORTH, TX
Past
August 8, 2019 - August 9, 2019
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
Westlake, TX
Past
August 8, 2019 - December 7, 2021
SCHWAB WEALTH ADVISORY, INC.
RIA
CRD#: 159035
Westlake, TX
Past
August 8, 2019 - December 7, 2021
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
Westlake, TX
Past
March 10, 2018 - June 6, 2019
FROST INVESTMENT SERVICES
RIA
CRD#: 286129
FORT WORTH, TX
Past
October 31, 2017 - June 6, 2019
FROST BROKERAGE SERVICES, INC.
BD
CRD#: 17465
FORT WORTH, TX
Past
July 9, 2014 - December 31, 2016
FROST INVESTMENT ADVISORS, LLC
RIA
CRD#: 146148
FORT WORTH, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BC
BENTOAK CAPITAL
BENTOAK CAPITAL | SNOW GARRETT WEALTH MANAGEMENT | PGA FINANCIAL | PARKER, GELINEAU AND ASSOCIATES | LEGACY FINANCIAL MANAGEMENT | GARRETT WEALTH ADVISORY GROUP, LLC
CRD#: 173563 / SEC#: 801-80598
RIA
Registered Investment Advisory firm - (11/25/2014 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(1/3/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BC
BENTOAK CAPITAL
BENTOAK CAPITAL | SNOW GARRETT WEALTH MANAGEMENT | PGA FINANCIAL | PARKER, GELINEAU AND ASSOCIATES | LEGACY FINANCIAL MANAGEMENT | GARRETT WEALTH ADVISORY GROUP, LLC
CRD#: 173563 / SEC#: 801-80598
RIA
Registered Investment Advisory firm - (11/25/2014 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
201 Ft. Worth Hwy., Weatherford, TX 76086
Mailing Address
Phone number
(817) 550-6750
Established
Firm type
Fiscal year end
# of Employees
16
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,769 |
| AUM (Assets Under Management) | $ 803,657,019 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
