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| Harvest Investment Advisors LLC
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|---|---|
| CRD # | 136693 |
| SEC # | 801-121340 |
| CIK # | 0001967261 |
| AUM | 200.3 M (2026-03-16) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 850-893-4414 |
| Address | |
| 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) | 79 | 26.0 |
| (b) Individuals (high net worth individuals) | 43 | 173.0 |
| (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 | 3 | 1.3 |
| (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 | 280 | 200.3 |
| By Discretionary | ||
| Discretionary | 270 | 198.2 |
| Non-Discretionary | 10 | 2.1 |
| Total | 280 | 200.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 200.3 | |
| Total | 280 | 200.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001967261] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Blue Capital Inc
✚
|
NE | 200.8 M |
|
Calculated Wealth LLC
✚
|
WI | 200.8 M |
|
Farrell Financial LLC
✚
|
NY | 200.6 M |
|
Weingarten Associates LLC
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NJ | 200.3 M |
|
Tandem Investment Partners LLC
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|
NJ | 200.2 M |
|
AMG Asset Management Group Inc
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|
GA | 200.1 M |
|
Newbore Wealth Management Inc
✚
|
OR | 200.0 M |
|
Flagship Capital Management Inc
✚
|
PA | 199.9 M |
|
Planning Works Advisory Inc
✚
|
TX | 199.8 M |
|
Kapusta Financial Group Inc
✚
|
PA | 199.6 M |