Harvest Capital Assets, LLC

Overview

Harvest Capital Assets, LLC is an independent registered investment adviser organized as an LLC that provides fee-based financial planning and portfolio management primarily to individuals, families and small businesses. The firm runs a discretionary equity-focused investment program, allocating roughly half of client assets to exchange-traded equities while supplementing core portfolios with mutual funds, annuities and selective third‑party private investments. Harvest Capital Assets does not position itself as an ESG-driven manager and is not listed as a capital allocator managing proprietary funds; instead it places client capital with outside alternative managers when appropriate. Investment activity centers on standard wealth-management solutions — customized portfolios, separate managed accounts and financial planning — with a tilt toward equity exposure. The firm’s stated client base includes both private clients and institutional relationships, and it charges on a percentage-of-assets basis (with some accounts using other fee arrangements). Harvest Capital Assets custody relationships are routed through a major independent custodian platform, which shapes the types of products and execution available to advisers.

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Location & Offices