Harvest Financial Advisors LLC

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Assets, Funds, Holdings

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Harvest Financial Advisors LLC
CRD #145552
SEC #801-68507
CIK #0001967261
AUM $406.3 MM (2024-03-29)
Employees 10 (50% Investors, 0% Brokers)
Phone513-779-3030
Address8840 Cincinnatidayton Road
West Chester, OH 45069
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
4503602701809002007201320192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AVGO 201,282.9 2.9
HIG 21,527.5 2.3
QCOM 147,392.0 2.3
ALSN 3,753.5 2.2
GS 102,858.9 2.2
AAPL 2,382,844.0 2.1
RTX 139,471.0 2.0
GD 61,231.2 2.0
AMGN 130,083.0 1.9
ABBV 269,466.6 1.9
View All
Holdings by Sector ($MM)
14011284562802021202220232025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 391 318.1
(b) Individuals (high net worth individuals) 12 88.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1,115 406.3
By Discretionary
Discretionary 1,104 389.1
Non-Discretionary 11 17.2
Total 1,115 406.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 406.3
Total 1,115 406.3
EDGAR Form CIK 2011 - 2024
13F-HR [0001967261]
Comparable Firms State AUM ($BB)
Peirce Park Group Inc
PA 0.4
Perceptive Edge Investment Management Inc
MN 0.4
Hilltop Partners LLC
IN 0.4
White Pine Investment Company
MI 0.4
Penobscot Wealth Management
ME 0.4
Parkview Ltd
0.4
Ryan Wealth Management Inc
CA 0.4
Adaptive Financial Consulting LLC
OH 0.4
Ifrah Financial Services Inc
AR 0.4
Harbor Advisory Corporation
NH 0.4
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