DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Michael Joseph Cochran

Bentoak Capitalindependent RIAFort Worth, Tx IA-onlyIAPD 6368586

Certified Financial Planner

Feed of 09/14/2026

At current firm

4 y

since Jan 3, 2022

In the industry

12 y

since Jun 1, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Chief Investment Officerreportedbentoakcapital.comfirm site, Sep 15, 2026
Designations: CFP, CIMAreportedbentoakcapital.comas printed on the bio page, Sep 16, 2026
Professional profile: bentoakcapital.com/team/michael-cochranreportedbentoakcapital.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Bentoak Capital independent RIA current
since Jan 3, 2022 · Fort Worth, Tx
Schwab Wealth Advisory, Inc. no RAUM
Aug 8, 2019 to Dec 7, 2021 · Fort Worth, Tx
Charles Schwab & Co., Inc. national BD
Aug 8, 2019 to Aug 9, 2019 · Fort Worth, Tx
Frost Investment Services BD affiliated
Mar 10, 2018 to Jun 6, 2019 · Fort Worth, Tx
Frost Investment Advisors, LLC asset manager
Jul 9, 2014 to Dec 31, 2016 · Fort Worth, Tx

Moves

a registration end followed by a registration begin elsewhere

Schwab Wealth Advisory, Inc. to Bentoak Capital
left Dec 7, 2021, registered Jan 3, 2022 (27 days) · Other
Charles Schwab & Co., Inc. to Schwab Wealth Advisory, Inc.
left Aug 9, 2019, registered Aug 8, 2019 (-1 days) · channel change inside one enterprise, not a move
Frost Investment Services to Charles Schwab & Co., Inc.
left Jun 6, 2019, registered Aug 8, 2019 (63 days) · Affiliated broker-dealer or bank to another
Frost Investment Advisors, LLC to Frost Investment Services
left Dec 31, 2016, registered Mar 10, 2018 (434 days) · Other · moved with a team

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address