HARVEST FINANCIAL PARTNERS

Legal name: HARVEST FINANCIAL PARTNERS, LLC

CRD 146162File 801-117513

APPROVED

Retail clients

Filing as of Mar 13, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$148.8M

Bottom 25% of cohort (national)

Discretionary AUM

$146.4M

Non-discretionary $2.4M

Clients

147

383 accounts

Employees

Bottom 25% of cohort in PA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Oct 24, 2019
Principal office: 159 LANCASTER AVENUE, SUITE THREE, PAOLI, PA, 19301-1782
Phone: 610-240-4740
Website: HTTP://WWW.HARVESTFP.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $148.8M
Discretionary AUM: $146.4M
Non-discretionary AUM: $2.4M
Discretionary accounts: 380
Non-discretionary accounts: 3
Total accounts: 383
AUM per client: $1.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$2.5M
High net worth individuals	49	$109.5M
Pension and profit sharing plans	Fewer than 5	$1.4M
Individuals (other than high net worth individuals)	98	$30.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This 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.