Nathaniel Joseph Harness

Employer firm

Bentoak Capital CRD 173563

$970M regulatory AUM 29 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → Present
  Texas A&M University
  College Station, TX
• 09/2015 → Present
  Nathan Harness Consulting, Llc
  College Station, TX
• 09/2025 → Present
  Bentoak Capital
  College Station, TX

Previous Registrations

• 2001-11-07 → 2002-10-10
  Morgan Stanley Dw Inc.
  Little Rock, AR

Other Businesses

1) Nathan Harness Consulting, LLC; not investment-related; College Station, TX; consulting; Owner; started 09/2015; approximately 5 hours per month, all during securities trading hours; consulting duties. 2) Texas A&M University; not investment-related; 600 Kimbrough Blvd., 210C AGLS Bldg TAMU 2124, College Station, TX 77843; education; Director of Financial Planning and Professor; started 01/2015; approximately 40 hours per month, all during securities trading hours; professor duties.

Exams

• S66 Uniform Combined State Law Examination
  2001-08-01

Designations

• Certified Financial Planner

Other Names

• Nathan Harness
• Nathan Joseph Harness