HARVEST FINANCIAL GROUP, LLC

Overview

Harvest Financial Group, LLC is an independent registered investment adviser established in 2014 that serves individual and family clients. The firm acts as a capital allocator and blends advisory services — financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and client communications such as newsletters — with an insurance brokerage capability. Harvest uses a mix of fee arrangements (percentage of AUM, hourly and fixed fees, and other structures) and operates under single‑state registration. The firm does not position itself as an ESG investor. Investment activity centers on model and fund‑based solutions: public mutual funds are the dominant building block of portfolios, supplemented by corporate debt and selective private placements through third‑party alternative managers. A high proportion of assets are managed on a discretionary basis, indicating Harvest typically implements and adjusts portfolios directly for clients rather than serving primarily as a limited consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices