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HARVEST FINANCIAL ADVISORS, LLC
CRD 145552File 801-68507
APPROVED
Retail clients
Custody
Filing as of Jul 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$671.0M
Above cohort median (national)
Discretionary AUM
$647.2M
Non-discretionary $23.8M
Clients
442
1,398 accounts
Employees
9
Above cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Nov 16, 2007
- Principal office
- 8840 CINCINNATI-DAYTON ROAD, WEST CHESTER, OH, 45069
- Phone
- 513-779-3030
- Website
- HTTPS://HARVESTADVISORS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $671.0M
- Discretionary AUM
- $647.2M
- Non-discretionary AUM
- $23.8M
- Discretionary accounts
- 1,382
- Non-discretionary accounts
- 16
- Total accounts
- 1,398
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 21 | $189.9M |
| Individuals (other than high net worth individuals) | 421 | $481.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.