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| Happy Holidays!! thanks for using AUM13F!! |
| Harvest Financial Advisors LLC
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| CRD # | 145552 |
| SEC # | 801-68507 |
| CIK # | 0001967261 |
| AUM | $582.6 M (2025-04-01) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 513-779-3030 |
| Address | 8840 Cincinnatidayton Road West Chester, OH 45069 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001967261 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Goldman Sachs Group Inc | 3.0 | ||
| Morgan Stanley | 2.7 | ||
| Synchrony Financial | 2.5 | ||
| Williams Companies Inc | 2.3 | ||
| Blackstone Group LP | 2.2 | ||
| AbbVie Inc | 2.1 | ||
| Northern Trust Corp | 2.1 | ||
| State Street Corp | 2.1 | ||
| Qualcomm Inc/DE | 2.0 | ||
| BlackRock Inc | 2.0 | ||
| Huntington Ingalls Industries Inc | 2.0 | ||
| General Dynamics Corp | 2.0 | ||
| Cisco Systems Inc | 2.0 | ||
| Allstate Corp | 2.0 | ||
| Kinder Morgan Inc | 2.0 | ||
| Harris Corp /DE/ | 1.9 | ||
| PNC Financial Services Group Inc | 1.9 | ||
| United Technologies Corp /DE/ | 1.8 | ||
| Honeywell International Inc | 1.8 | ||
| Hershey Co | 1.8 | ||
| Abbott Laboratories | 1.8 | ||
| NXP Semiconductors NV | 1.8 | ||
| Amgen Inc | 1.8 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 400 | 419.7 |
| (b) Individuals (high net worth individuals) | 18 | 163.0 |
| (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 | 1,295 | 582.6 |
| By Discretionary | ||
| Discretionary | 1,280 | 560.0 |
| Non-Discretionary | 15 | 22.7 |
| Total | 1,295 | 582.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 582.6 | |
| Total | 1,295 | 582.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001967261] |
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|---|---|---|
|
Centurion Wealth Management LLC
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VA | 0.6 |
|
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SD | 0.6 |
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IA | 0.6 |
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BMSS Wesson Wealth Solutions LLC
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New Harbor Financial Group LLC
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MA | 0.6 |
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ABG Consultants LLC
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UT | 0.6 |
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TRU Independence Asset Management LLC
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OR | 0.6 |
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The Jentner Corporation
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OH | 0.6 |
|
Hapanowicz & Associates Financial Services Inc
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PA | 0.6 |
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The Retirement Solution LLC
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WA | 0.6 |