HARVEST FINANCIAL ADVISORS, LLC
Firm details
- Headquarters
- WEST CHESTER, Ohio
- CRD number
- 145552
- Registered since
- November 16, 2007
- Website
- harvestadvisors.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals71.71%
- HNWI28.29%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Harvest Financial Advisors, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2007. The firm describes itself as a capital allocator that serves individual and family clients and charges fees on a percentage-of-AUM basis while also offering hourly engagements. Core services listed in its filings include financial planning, portfolio management for individuals, small businesses and institutions, plus client education through newsletters and seminars. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities68%
- Investment Grade Corp Bonds10%
- Other8%
- Cash & Cash Equivalents7%
- US Government Bonds6%
Owners & executives
1 of 1MARC HENN
CEO & FounderCRD 2120816
Contacts
3 of 8Ryan Motsinger
Trading SpecialistCRD 7171072
Benjamin Hunter
Service AdvisorCRD 7399822
GAYE CLARKE LAMPERT
Investment Advisor RepresentativeCRD 1243816
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WEST CHESTER, OH
BUTLER
Location
WEST CHESTER, OH
Headquartered in WEST CHESTER, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- BUTLER
- Address
- 8840 Cincinnati Dayton Rd
- Time zone
- ET (UTC-5)
- Office locations
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