Investment adviser · CRD 159390

HARVEST INVESTMENT SERVICES, LLC

Investment adviser filing (IA)

OAKBROOK TERRACE, IL, United States · Form ADV filed May 26, 2026

Regulatory AUM: $758M
Client accounts: 3,427
Employees: 38
Advisory professionals: 28

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	184	$367,500,502	48.5%
Individuals	1,316	$248,092,192	32.7%
Pooled investment vehicles	8	$142,806,705	18.8%

Filing source

Form ADV 2108102 · May 26, 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

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

HIS KINGDOM RESOURCES TRUSTPrivate Equity Fund · Last reported Mar 31, 2022$15.4MGross asset value

Fund administrator ALTA TRUST COMPANY SIOUX FALLS, South Dakota, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor COHEN & CO. CLEVELAND, Ohio, United States

Custodian ALTA TRUST COMPANY SIOUX FALLS, South Dakota, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

COHEN & CO.
PCAOB 925

Fund details & source

Fund ID: 805-8178730378
Reported beneficial owners: 64
Minimum commitment: $200K

Form ADV 1635108 · Mar 31, 2022 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: May 26, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

1 TRANSAM PLAZA DRIVE, SUITE 230
OAKBROOK TERRACE, IL, 60181-4285, United States

CRD 159390

Filing source

Form ADV 2108102 · May 26, 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.