Samuel Webb
BentOak Capital · Katy, Texas
Samuel Webb is a fee-only financial advisor at BentOak Capital in Katy, Texas. Samuel 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.
Request an introduction to Samuel →
Specialties
Who they serve
- Executives
- Founders
- Multi-generational families
Facts
| Firm | BentOak Capital |
|---|---|
| Based in | Katy, 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 |
| SEC registration | Investment adviser representative in TX · CRD 7206182 |
| Exams passed | Series 65 (2019) |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | bentoakcapital.com |
| Profile |
Request an introduction to Samuel
Tell Samuel a little about what you're looking for. Samuel isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Samuel
Is Samuel Webb a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Samuel 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 Samuel charge for financial advice?
Samuel's firm, BentOak Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Samuel charge?
According to BentOak Capital's website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is Samuel Webb based?
Samuel Webb is based in Katy, Texas.
What does Samuel specialize in?
Samuel's specialties include founders (pre-exit), estate & legacy planning, tax planning and family wealth transfer. Samuel works with executives, founders and multi-generational families.
Is Samuel Webb registered with the SEC?
Yes. Samuel Webb is registered as an investment adviser representative in TX (CRD 7206182), 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 Samuel Webb?
Through Samuel'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.
See something wrong? Request a correction. Read our methodology.