HARVEST CAPITAL ASSETS, LLC

CRD 269951File 801-121485

APPROVED

Retail clients

Filing as of Mar 10, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$72.0M

Bottom 25% of cohort (national)

Discretionary AUM

$72.0M

Clients

247

305 accounts

Employees

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Jun 17, 2021
Principal office: Not reported
Phone: (716)-597-8372
Website: https://www.facebook.com/HCABuffalo

Assets & accounts

ADV Item 5F

Total regulatory AUM: $72.0M
Discretionary AUM: $72.0M
Non-discretionary AUM: $0
Discretionary accounts: 305
Non-discretionary accounts: 0
Total accounts: 305
AUM per client: $291K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	9	$45.0M
Pension and profit sharing plans	Fewer than 5	$300K
Individuals (other than high net worth individuals)	237	$26.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Other (described) — SUB ADVISORY
A percentage of assets under your management

Advisory activities

Financial planning services
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.