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Michael Joseph Cochran

CFP®, CIMA®

BENTOAK CAPITAL

Fort Worth, TX

·CRD# 6368586·11 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Direct

(xxx) xxx-xxxx

Email

xxxxx@xxxx.xxx

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Credentials

CFP®

Certified Financial Planner

CIMA®

Certified Investment Management Analyst

Years of Experience

11 years in the financial services industry

Current & Past Employments

BENTOAK CAPITAL·CRD# 173563

RIA

5000 Overton Plaza Suite 110, Fort Worth, TX 76109

January 3, 2022 - Present

LPL FINANCIAL LLC·CRD# 6413

BD

Ft Worth, TX

December 17, 2021 - December 20, 2024

CHARLES SCHWAB & CO., INC.·CRD# 5393

RIA

Westlake, TX

August 8, 2019 - August 9, 2019

SCHWAB WEALTH ADVISORY, INC.·CRD# 159035

RIA

Westlake, TX

August 8, 2019 - December 7, 2021

CHARLES SCHWAB & CO., INC.·CRD# 5393

BD

Westlake, TX

August 8, 2019 - December 7, 2021

FROST INVESTMENT SERVICES·CRD# 286129

RIA

Fort Worth, TX

March 10, 2018 - June 6, 2019

FROST BROKERAGE SERVICES, INC.·CRD# 17465

BD

Fort Worth, TX

October 31, 2017 - June 6, 2019

FROST INVESTMENT ADVISORS, LLC·CRD# 146148

RIA

Fort Worth, TX

July 9, 2014 - December 31, 2016

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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 - SEC (11/25/2014 Approved)

Contact Information

Main Address

201 Ft. Worth Hwy., Weatherford, TX 76086

Phone Number

(817) 550-6750

# of Employees

20

SEC notice filing (4 States and Territories)

Registered to provide investment advisory services in 4 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GARRETT WEALTH ADVISORY GROUP - WRAP FEE BROCHURE (9/2/2026)

GARRETT WEALTH ADVISORY GROUP DISCLOSURE BROCHURE (9/2/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,039

AUM (Assets Under Management)

$969,768,698

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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 - SEC (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.

IAR

Texas
(1/3/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 2018About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Oct 2017About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Michael Joseph Cochran's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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MC

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