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Advisors / Texas / Weatherford
3yrs

Adam Strahan

Financial advisor at Bentoak Capital

Adam Strahan is a fiduciary financial advisor in Weatherford, Texas, with 3 years in the industry. Adam joined Bentoak Capital in 2025, after a year at Freedom DAY Solutions. Bentoak Capital offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.

One of 64 advisors with offices in Weatherford, and one of 58 fiduciaries.

Weatherford, TX 76086Fiduciary advisor
Call the officeDirections

At a glance

Experience3 years (since 2024)
How that compares ?3 years in the industry
Office201 Ft. Worth Hwy., Weatherford, TX 76086
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$915,901
Advisors at the firm19
States licensed ?1 state

Services through Bentoak Capital

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 65Uniform Investment Adviser Law Examination

Career

  1. Sep 2025 – now
    Bentoak CapitalCurrent firm
  2. May 2024 – Sep 2025

Questions to ask Adam

Tailored to Adam’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Adam

How do I contact Adam?

Call Bentoak Capital at (817) 550-6750 and ask for Adam Strahan. Adam works from the Weatherford, TX office.

How long has Adam been a financial advisor?

Adam has been in the industry since 2024, about 3 years. 3 years in the industry.

What licenses does Adam hold?

Series 65. Tap any license on this page to see what it allows.

Is Adam a fiduciary?

Adam is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Adam paid?

Bentoak Capital reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Adam for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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