Samuel C. Webb

BENTOAK CAPITAL

KATY, TX 77494

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CRD#: 7206182

Professional summary

Samuel Charles Webb, who also goes by Sam Webb, is a registered financial advisor currently at BENTOAK CAPITAL located in Katy, Texas.

Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Samuel has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sam Webb

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) Webb Strahan Meeks, PLLC; not investment-related; 730 N Post Oak Rd, Suite 120, Houston, TX 77024; legal services; Partner; started 01/2022; approximately 160 hours per month, 140 hours during securities trading hours; provide legal services. 2) Texas A&M University; not investment-related; College Station, TX; education; Visiting Lecturer; started 2023; approximately 8 hours per month, 2 hours during securities trading hours; university teaching duties.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Charles Webb'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®

None

Experience

Current

September 2, 2025 - Present

BENTOAK CAPITAL

Office #1: 24650 Kingsland Blvd, Katy, TX 77494Office #2: 730 N Post Oak Rd Suite 120, Houston, TX 77024

RIA

CRD#: 173563

KATY, TX

Past

December 19, 2022 - September 22, 2025

FREEDOM DAY SOLUTIONS, LLC

RIA

CRD#: 138962

HOUSTON, TX

Past

September 28, 2020 - December 21, 2020

HIGHTOWER ADVISORS, LLC

RIA

CRD#: 145323

Dallas, TX

Past

December 5, 2019 - November 16, 2020

FRONTIER INVESTMENT MANAGEMENT CO

RIA

CRD#: 110430

Sugar Land, 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".

BENTOAK CAPITAL

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
(9/2/2025)

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

State Security Law Exam

IAR

Series 65

Date: 11/26/2019

Uniform Investment Adviser Law Examination

Current Firm

BENTOAK CAPITAL

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

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GARRETT WEALTH ADVISORY GROUP - WRAP FEE BROCHURE (9/23/2025)

GARRETT WEALTH ADVISORY GROUP DISCLOSURE BROCHURE (9/23/2025)

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.

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Samuel C. Webb

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Charles Webb's CRS (Customer Relationship Summary).

Certified licenses

Experience

BENTOAK CAPITAL

FREEDOM DAY SOLUTIONS, LLC

HIGHTOWER ADVISORS, LLC

FRONTIER INVESTMENT MANAGEMENT CO

Primary Firm SEC Registration

BENTOAK CAPITAL

State Registrations and Notice Filings

Exams

Series 65

Date: 11/26/2019

Current Firm

BENTOAK CAPITAL

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BENTOAK CAPITAL

TRUST BUT VERIFY

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