HARVEST - FAITH-BASED INVESTING

Overview

Harvest - Faith-Based Investing is organized as a limited liability company and presents itself as a capital allocator focused on faith-based investing. The firm is SEC-registered as of 2025 and concentrates on portfolio management for individuals and small businesses while also acting as a selector of other advisers. Its fee model includes percentage-of-AUM charges alongside fixed fees and other custom arrangements. The firm’s name and advisory activities indicate a values-driven investment approach that prioritizes faith-based screens and selection criteria. Harvest - Faith-Based Investing is not classified as an active ESG investor in the provided data, which suggests it differentiates religious or faith-based screening from broader ESG labels. As a capital allocator that selects other advisers, the firm appears to rely on external managers or subadvisers to implement portions of client portfolios rather than running a large in-house roster of proprietary strategies. Owner details list a combination of a domestic entity and an individual owner. The firm is not identified as a pension consultant, related adviser, or multi-state adviser, and it is not described as a newly formed adviser despite the 2025 SEC registration year.

Assets & Accounts

Location & Offices