Smartharvest Portfolios

Overview

Smartharvest Portfolios is an independent registered investment adviser organized as an LLC and SEC-registered in 2025. The firm is owned by an individual and positions itself to provide discretionary portfolio management to private clients and smaller institutions. Stated advisory activities include portfolio management for individuals and small businesses as well as for businesses or institutional clients. The firm bills through a mix of percentage-of-AUM fees as well as hourly and fixed-fee arrangements, reflecting flexibility for different client needs. Smartharvest does not identify itself as an active ESG investor, does not list multi-state adviser status, and is not classified as a capital allocator in the available disclosure.

Assets & Accounts

Public Holdings

Investments & Alternatives