Harvest - Faith-Based Investing

Overview

Harvest - Faith-Based Investing is organized as a limited liability company and operates as an independent registered investment adviser. The firm is registered with the SEC in 2025. Ownership is described as a mix of a domestic entity and an individual. Harvest positions itself as a capital allocator that provides portfolio management for individuals and small businesses and also performs manager selection — engaging sub-advisers or outside managers to implement client strategies. Its listed fee structures include percentage-of-AUM billing, fixed fees, and other fee arrangements. The firm is not identified as an active ESG investor and is not classified as a multi-state adviser.

Assets & Accounts

Investments & Alternatives