Overview
Assets Under Management: $163 million
High-Net-Worth Clients: 37
Average Client Assets: $4 million
Frequently Asked Questions
HARVEST INVESTMENT ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #136693), HARVEST INVESTMENT ADVISORS, LLC is subject to fiduciary duty under federal law.
HARVEST INVESTMENT ADVISORS, LLC serves 37 high-net-worth clients according to their SEC filing dated February 10, 2026. View client details ↓
According to their SEC Form ADV, HARVEST INVESTMENT ADVISORS, LLC offers portfolio management for individuals. View all service details ↓
HARVEST INVESTMENT ADVISORS, LLC manages $163 million in client assets according to their SEC filing dated February 10, 2026.
According to their SEC Form ADV, HARVEST INVESTMENT ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.02
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 276
Discretionary Accounts: 257
Non-Discretionary Accounts: 19
Regulatory Filings
CRD Number: 136693
Filing ID: 2052505
Last Filing Date: 2026-02-10 14:30:32