DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner12 years in industry

MICHAEL JOSEPH COCHRAN

Advisor at BENTOAK CAPITAL

Fort Worth, TX | WEATHERFORD, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c800cb83-4e98-6abb-79d9-ba128aed986c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jul 9, 2014 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BENTOAK CAPITAL
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Feb 9, 2018
First registration: Jul 9, 2014
Dual registered: no
IAPD individual key: 6368586

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BENTOAK CAPITAL	Independent wealth	Jan 3, 2022	n/a	yes	Fort Worth, TX\|WEATHERFORD, TX	Current employment
SCHWAB WEALTH ADVISORY, INC.	No RAUM reported	Aug 8, 2019	Dec 7, 2021	no	Fort Worth, TX\|Westlake, TX	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Aug 8, 2019	Aug 9, 2019	no	Fort Worth, TX\|Westlake, TX	Previous registration
FROST INVESTMENT SERVICES	Bd affiliated wealth	Mar 10, 2018	Jun 6, 2019	no	FORT WORTH, TX\|FORT WORTH, TX	Previous registration
FROST INVESTMENT ADVISORS, LLC	Asset manager	Jul 9, 2014	Dec 31, 2016	no	FORT WORTH, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SCHWAB WEALTH ADVISORY, INC.	BENTOAK CAPITAL	Dec 7, 2021	Jan 3, 2022	27	Firm change	Other
CHARLES SCHWAB & CO., INC.	SCHWAB WEALTH ADVISORY, INC.	Aug 9, 2019	Aug 8, 2019	-1	Channel change	Ibd to ibd
FROST INVESTMENT SERVICES	CHARLES SCHWAB & CO., INC.	Jun 6, 2019	Aug 8, 2019	63	Firm change	Ibd to ibd
FROST INVESTMENT ADVISORS, LLC	FROST INVESTMENT SERVICES	Dec 31, 2016	Mar 10, 2018	434	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
146148:286129:TX:2016-12-31	Dec 31, 2016	Mar 10, 2018	FORT WORTH, TX	Firm change after gap

Relationships

Registered with (5)

→ BENTOAK CAPITALRegistered adviserregistration: current employment
Jan 3, 2022 to presentfactForm ADV
→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: previous registration
Aug 8, 2019 to Dec 7, 2021factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Aug 8, 2019 to Aug 9, 2019factForm ADV
→ FROST INVESTMENT SERVICESRegistered adviserregistration: previous registration
Mar 10, 2018 to Jun 6, 2019factForm ADV
→ FROST INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 9, 2014 to Dec 31, 2016factForm ADV

Dated events

No dated event names this entity yet.