Harvest - Faith-Based Investing

RIASEC RegisteredEst. 2025
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
Lynchburg, Virginia
CRD number
338019
Registered since
November 13, 2025
Fee structure
Percentage of AUM, Fixed Fees, Other
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Harvest - Faith-Based Investing is organized as a limited liability company that identifies itself as a capital allocator focused on faith-based investment themes. The firm is registered with the SEC in 2025 and reports ownership tied to both a domestic entity and an individual. Its stated advisory activities are portfolio management for individuals and small businesses and the selection of other advisers, indicating a mix of direct management and manager-of-managers relationships. The firm’s fee model includes asset-based fees, fixed fees and other fee arrangements. Despite the firm name implying values-driven investing, it is not classified as an active ESG investor in the available data. It is not described as a multistate adviser, pension consultant, or related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Jeffrey Wilson

    Co-Founder & CEOCRD 8138930

Contacts

1 of 1
  • Kurt Cornfield

    Kurt Cornfield

    Co-FounderCRD 1246475

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Lynchburg, VA

Lynchburg City

Location

Lynchburg, VA

Headquartered in Lynchburg, VA, in the South of the United States.

Region
South
County
Lynchburg City
Address
403 5th St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth