Data / Investment advisers / Ohio / Harvest Financial Advisors, LLC
Harvest Financial Advisors, LLC, West Chester, OH: $671 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Harvest Financial Advisors, LLC is an SEC registered investment adviser with its main office in West Chester, Ohio and reports $671 million in regulatory assets under management in its Form ADV filed July 6, 2026. Its clients include individuals and high net worth individuals. It is paid through a percentage of assets under management and hourly charges.
The request: Watch Harvest Financial Advisors, LLC (CRD number 145552): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 145552
- SEC file number
- 801-68507
- SEC status
- Approved, effective November 16, 2007
- Main office
- 8840 Cincinnati-Dayton Road, West Chester, OH 45069
- Phone
- (513) 779-3030
- Website
- harvestadvisors.com
- Regulatory AUM
- $671,021,752 in the Form ADV filed July 6, 2026
- Discretionary AUM
- $647,197,841
- Non discretionary AUM
- $23,823,911
- Accounts
- 1,398
- Employees
- 9, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 6, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 421 | $481.2 million |
| High net worth individuals | 21 | $189.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $671 million | March 31, 2026 |
| December 1, 2025 | $582.6 million | August 18, 2025 |
Other advisers in Ohio
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Eichner Investment Planning, LLC | Cincinnati | $692.1 million | Not listed | adviserinfo.sec.gov |
| Signature Equity Partners, LLC | Columbus | $688.1 million | Not listed | adviserinfo.sec.gov |
| RC Capital | Cincinnati | $682.1 million | 11 | adviserinfo.sec.gov |
| Thor Wealth Management Inc | Cincinnati | $678.7 million | Not listed | adviserinfo.sec.gov |
| Rockport Wealth Advisors | Fairview Park | $676.4 million | Not listed | adviserinfo.sec.gov |
| Trinity Financial Advisors LLC | Columbus | $670 million | 1 | adviserinfo.sec.gov |
| Advanced Asset Management Advisors, Inc. | Dublin | $651.3 million | Not listed | adviserinfo.sec.gov |
| Peak Retirement Planning, Inc. | Columbus | $631 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Ohio
- Advisers with $500 million to $1 billion in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Harvest Financial Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.