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Madison Jordon Wallace

Madison J. Wallace

BENTOAK CAPITAL
Fort Worth, TX 76109
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CRD#: 6802558
Madison Jordon Wallace

Professional summary

Madison Jordon Wallace, CFP®, who also goes by Madison Wallace J, is a registered financial advisor currently at BENTOAK CAPITAL located in Fort Worth, Texas.

Madison is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Madison has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes

Aliases

Madison Wallace J

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Madison Jordon Wallace's CRS (Customer Relationship Summary).
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®
CFP®

Certified Financial Planner

Start date: 2019

Experience

Current

December 4, 2019 - Present

BENTOAK CAPITAL

Office #1: 5000 Overton Plaza Suite 110, Fort Worth, TX 76109
RIA
CRD#: 173563
Fort Worth, TX
Past

August 27, 2019 - December 20, 2024

LPL FINANCIAL LLC

BD
CRD#: 6413
FT 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
(12/4/2019)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/14/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/27/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/21/2019
Securities Industry Essentials Examination

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)
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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
17

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GARRETT WEALTH ADVISORY GROUP DISCLOSURE BROCHURE (2/10/2026)
GARRETT WEALTH ADVISORY GROUP - WRAP FEE BROCHURE (9/23/2025)

Regulatory assets under management

Total Number of Accounts1,769
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.

Company Information

BENTOAK CAPITAL

CRD#: 173563Fort Worth, TX 76109

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Contact information

(xxx) xxx-xxxx
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