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| Harvest Financial Advisors LLC
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|---|---|
| CRD # | 145552 |
| SEC # | 801-68507 |
| CIK # | 0001967261 |
| AUM | 671.0 M (2026-03-31) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 513-779-3030 |
| Address | 8840 Cincinnatidayton Road West Chester, OH 45069 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Goldman Sachs Group Inc | 3.6 | ||
| Morgan Stanley | 3.1 | ||
| Huntington Ingalls Industries Inc | 2.8 | ||
| AbbVie Inc | 2.7 | ||
| State Street Corp | 2.6 | ||
| Synchrony Financial | 2.5 | ||
| Blackstone Group LP | 2.4 | ||
| General Dynamics Corp | 2.4 | ||
| United Technologies Corp /DE/ | 2.4 | ||
| Kaiser Aluminum Corp | 2.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 421 | 481.2 |
| (b) Individuals (high net worth individuals) | 21 | 189.9 |
| (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 | 1,398 | 671.0 |
| By Discretionary | ||
| Discretionary | 1,382 | 481.2 |
| Non-Discretionary | 16 | 189.9 |
| Total | 1,398 | 671.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 671.0 | |
| Total | 1,398 | 671.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001967261] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
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