Investment adviser · CRD 145552
HARVEST FINANCIAL ADVISORS, LLC
Investment adviser filing (IA)
WEST CHESTER, OH, United States · Form ADV filed Jul 6, 2026
- Regulatory AUM
- $671M Form ADV · Item 5.F
- Client accounts
- 1,398 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 421 | $481,163,450 | 71.7% |
| High-net-worth individuals | 21 | $189,858,302 | 28.3% |
Filing source
Form ADV 2095706 · Jul 6, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 6, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly
Principal office
8840 CINCINNATI-DAYTON ROADWEST CHESTER, OH, 45069, United States
CRD 145552
Filing source
Form ADV 2095706 · Jul 6, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.