Harfst and Associates, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Sheridan, WY. Its latest Form ADV filing, dated March 25, 2026, reports $783M in regulatory assets under management, 8 employees, 1 office, and 1,539 accounts.
Assets Under Management
$783M
Employees
8
Offices
1 office
Total Clients
539
Primary office
SHERIDAN, WY
1949 SUGARLAND DRIVE, #220, SHERIDAN, WY, United States
Top client segmentIndividuals represent 68.5% of total clients.
Top client categories% of clientsClients
1
Individuals
68.5%
369
2
HNWI
24.1%
130
3
Charitable
3.7%
20
4
Pension Plans
2.8%
15
5
Corporations
0.9%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$783Mas of March 25, 2026
Discretionary100.0%
$783M
100% of total RAUM100.0%
Non-discretionary0.0%
$37K
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$783M
Total Accounts1,539
10Y AUM Change+$415M (+112.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee67:1
10Y Employee Change+2 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.