Keith Trent
BentOak Capital · Lubbock, Texas
Keith Trent is a fee-only financial advisor at BentOak Capital in Lubbock, Texas, who holds the CFP and ChFC credentials. Keith focuses on founders (pre-exit), estate & legacy planning and tax planning. BentOak Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Founders
- Multi-generational families
Facts
| Firm | BentOak Capital |
|---|---|
| Based in | Lubbock, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | A $1,000,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $969.8M across 2,039 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in TX · CRD 4149241 |
| Exams passed | Series 63 (2000) |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | bentoakcapital.com |
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Questions about Keith
Is Keith Trent a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Keith holds no broker registration, and BentOak Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Keith charge for financial advice?
Keith's firm, BentOak Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Keith charge?
According to BentOak Capital's website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is Keith Trent based?
Keith Trent is based in Lubbock, Texas.
What does Keith specialize in?
Keith's specialties include founders (pre-exit), estate & legacy planning, tax planning and family wealth transfer. Keith works with executives, founders and multi-generational families.
What credentials does Keith Trent hold?
Keith Trent holds the CFP and ChFC credentials.
Is Keith Trent registered with the SEC?
Yes. Keith Trent is registered as an investment adviser representative in TX (CRD 4149241), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does BentOak Capital manage?
BentOak Capital reports $969.8M across 2,039 accounts in assets under management.
How do I contact Keith Trent?
Through Keith's website, bentoakcapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- BentOak Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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