HARVEST ADVISORS, LLC

Overview

Harvest Advisors, LLC is an independent registered investment adviser that focuses on discretionary portfolio management and financial planning for individuals, families and small institutions. The firm’s investment posture is equity‑centric: nearly all advisory assets are held in exchange‑traded equities and ETFs, suggesting a preference for liquid, transparent instruments that can be scaled and traded efficiently. Harvest offers fee arrangements that include a percentage of assets under management, hourly charges and fixed fees, which accommodates both ongoing portfolio relationships and standalone planning or advisory engagements. Service offerings include comprehensive financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. The firm does not identify as an active ESG investor. Harvest works with external service providers — including accountants — and allocates to third‑party alternative managers for specific exposures rather than acting as a direct capital allocator itself.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices