AS
Adam K. Strahan
BENTOAK CAPITAL
KATY, TX 77494
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CRD#: 7911020
AS
Professional summary
Adam Keith Strahan, who also goes by Keith Strahan, is a registered financial advisor currently at BENTOAK CAPITAL located in Katy, Texas.
Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Adam has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Keith Strahan
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; Law Firm; Partner; started 01/2015; approximately 160 hours per month, 120 hours during securities trading hours; licensed attorney providing legal services. 2) Riam Family, LLC; not investment-related; 730 N Post Oak Rd, Suite 120, Houston, TX; Holding Company; Manager; started 07/2025; approximately 20 hours per month, all during securities trading hours; manage company.
CRS (Client Relationship Summary) - RIA
Click below to view Adam Keith Strahan'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®
NoneExperience
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 77024RIA
CRD#: 173563
KATY, TX
Past
May 8, 2024 - September 22, 2025
FREEDOM DAY SOLUTIONS, LLC
RIA
CRD#: 138962
HOUSTON, 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(9/2/2025)
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
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Company Information
BENTOAK CAPITAL
CRD#: 173563Katy, TX 77494TRUST BUT VERIFY
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