Harvest Financial Advisors, LLC

Overview

Harvest Financial Advisors, LLC is an independent registered investment adviser that has been SEC-registered since 2007. Structured as an LLC and owned by an individual, the firm focuses on serving individual and family clients and combines portfolio management with financial planning, periodic publications, and educational seminars. Harvest operates as a capital allocator, tapping third-party managers for certain exposures, and charges clients on a percentage-of-AUM basis supplemented by hourly fees for select services. The firm does not identify as an active ESG investor. Harvest’s advisory scope includes portfolio management for individuals, small businesses and institutions, plus financial planning and investor education through newsletters and workshops. That mix suggests a hybrid practice that blends discretionary portfolio management with consultative planning and education for clients.

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Public Holdings

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Location & Offices