Harvest Investment Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 136693
- Registered since
- June 2, 2021
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI86.37%
- Individuals12.99%
- Charitable Organizations0.64%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Harvest Investment Advisors, LLC is a small, owner-operated RIA that focuses on portfolio management for individuals, families and small businesses. Registered with the SEC in 2021, the firm runs a fee model tied to assets under management and leans toward publicly traded equities and ETFs as its primary building blocks. Its client base includes high-net-worth individuals and families as well as institutional accounts, and the firm does not position itself as an ESG investor or as a multi-state adviser. Custody and operational infrastructure are concentrated with a single major custodian.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities51%
- Public Funds/Mutual Funds39%
- State & Local Bonds3%
- Investment Grade Corp Bonds3%
- Cash & Cash Equivalents3%
Contacts
2 of 2
Millard Roberts
FounderCRD 4554816
Kristin Roberts
CRD 5382938
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 7Active vs passive
$81.1M in ETFs
100%
$81.1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $34.4M | 56,042 | 42.47% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Weingarten Associates, L.L.C.
RIALawrenceville, NJ
Comprehensive Money Management Services LLC
RIAU.S Private Wealth, LLC
RIAPalm Beach Gardens, FL
Tandem Investment Partners, LLC
RIABordentown, NJ
Laughlin Financial LLC
RIABloomington, IN
Emerald Bay Wealth Management LLC
RIATahoe City, CA