Harvest - Faith-Based Investing
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Jeffrey Wilson
Co-Founder & CEOCRD 8138930
Contacts
1 of 1
Kurt Cornfield
Co-FounderCRD 1246475
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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