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Scott G. Bennington

HERITAGE OAK WEALTH ADVISORS
Rogers, AR 72758
Some features on this profile are disabled
CRD#: 7402008
SB

Professional summary

Scott Glenn Bennington is a registered financial advisor currently at HERITAGE OAK WEALTH ADVISORS located in Rogers, Arkansas.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Scott has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Glenn Bennington'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

April 4, 2023 - Present

HERITAGE OAK WEALTH ADVISORS

Office #1: 5500 Walsh Lane Suite 200, Rogers, AR 72758
RIA
CRD#: 323925
Rogers, AR
Past

September 2, 2021 - May 1, 2023

SOWELL MANAGEMENT

RIA
CRD#: 127145
Rogers, AR

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".
HO
HERITAGE OAK WEALTH ADVISORS
HERITAGE OAK WEALTH ADVISORS | HERITAGE OAK WEALTH ADVISORS LLC

CRD#: 323925 / SEC#: 801-126940

RIA
Registered Investment Advisory firm - (11/28/2022 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
Arkansas
(4/4/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/2/2021
Uniform Investment Adviser Law Examination

Current Firm

HO
HERITAGE OAK WEALTH ADVISORS
HERITAGE OAK WEALTH ADVISORS | HERITAGE OAK WEALTH ADVISORS LLC

CRD#: 323925 / SEC#: 801-126940

RIA
Registered Investment Advisory firm - (11/28/2022 Approved)
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Contact information

Main Address
105 Garfeld St, Santa Rosa Beach, FL 32459
Mailing Address
5500 Walsh Lane, Suite 200, Rogers, AR 72758
Phone number
(479) 230-3113
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (3 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

HERITAGE OAK WEALTH ADVISORS PART 2A (10/16/2025)

Regulatory assets under management

Total Number of Accounts604
AUM (Assets Under Management)$ 289,910,705

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

HERITAGE OAK WEALTH ADVISORS

CRD#: 323925Rogers, AR 72758

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