Nathaniel Harness has been an investment adviser representative at Garrett Wealth Advisory Group since September 2025, and is not listed among the firm’s executive officers or direct owners. Nathaniel Harness holds a PhD in Personal Financial Planning from Texas Tech University, an MS in Finance from Texas Tech University and a BA in Finance from the University of Central Arkansas.
Garrett Wealth Advisory Group, LLC is a Weatherford, TX firm with $970M under management, 798 clients and 19 advisers across 4 offices, as of its September 2026 filing.
Nathan Harness is a Wealth Consultant of BentOak Capital, supporting client families on complex planning engagements. He focuses on multigenerational families and legacy-minded clients, integrating tax-aware strategies, investment planning and family governance. He is also a professor at Texas A&M University.
Nathaniel Harness’ longest registration is the current one, 1 year at Garrett Wealth Advisory Group since 2025. Before joining Garrett Wealth Advisory Group in 2025, Nathaniel Harness was registered through Morgan Stanley.
- Morgan Stanley– · under a yearLittle Rock, AR · Adviser representative · Firm CRD 7556
Professional designations
Listed by Garrett Wealth Advisory Group
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Nathaniel Harness is registered as an investment adviser representative in Texas, since September 2025.
- TexasSince 3 September 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 1 August 2001 |
| Series 7 | General Securities Representative Examination | 17 July 2001 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Nathaniel Joseph Harness
- CRD
- 4413280
- Firm
- Garrett Wealth Advisory Group · CRD 173563
- Registration
- Investment adviser registration
- In the industry since
- September 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bentoakcapital.com
Where does Nathaniel Harness work?
Nathaniel Harness is an investment adviser representative registered through Garrett Wealth Advisory Group, LLC since September 2025, and is not listed among the firm’s executive officers or direct owners.
Is Nathaniel Harness a financial advisor?
Yes. Nathaniel Harness has a current investment-adviser registration in Texas, through Garrett Wealth Advisory Group since September 2025.
How many years of experience does Nathaniel Harness have?
Nathaniel Harness has 2 years in the financial industry, since September 2024, across 2 adviser firms.
What exams has Nathaniel Harness passed?
Nathaniel Harness has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2001.
Where did Nathaniel Harness work before Garrett Wealth Advisory Group?
Before Garrett Wealth Advisory Group, Nathaniel Harness was registered through Morgan Stanley, November 2001 to October 2002.
Is Nathaniel Harness registered with FINRA?
No. Nathaniel Harness has no current broker registration.
Is Nathaniel Harness a CFP?
Garrett Wealth Advisory Group lists Nathaniel Harness with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Nathaniel Harness’ record?
Search CRD 4413280 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nathaniel Harness’ full registration record.
