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Nathaniel Joseph Harness

Investment adviser representative at Bentoak Capital
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$969.8MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

11 years in the industry.

  1. Bentoak CapitalSep 2025 to now
  2. Nathan Harness Consulting, LLCSep 2015 to now
  3. Texas A&m UniversityJan 2015 to now

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2001

State registrations

Registered as an investment adviser representative in 1 state (TX).

Bentoak Capital

Legal name: Garrett Wealth Advisory Group, LLC

$969.8MAssets managed
798Clients
19Advisers
11 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4413280
Firm CRD
173563
Advisor's SEC record (opens in a new tab)
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