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Firm profile

Harvest Financial Advisors, LLC

WEST CHESTER, OHCRD 145552Latest ADV March 31, 2026

Harvest Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in West Chester, OH. Its latest Form ADV filing, dated March 31, 2026, reports $671M in regulatory assets under management, 9 employees, and 1,398 accounts.

Assets Under Management
$671M
Employees
9
Offices
--
Total Clients
442
Primary office
WEST CHESTER, OH
8840 CINCINNATI-DAYTON ROAD, WEST CHESTER, OH, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOMarc E. Henn
CCOMarc E. Henn
COOPaul E. Burgdorf

Advisory services offered

5 types reported
Educational seminars/workshops
Financial Planning Services
Portfolio management for businesses

Fee models offered

2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 95.2% of total clients.
Top client categories% of clientsClients
1
Individuals
95.2%
421
2
HNWI
4.8%
21

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$671Mas of March 31, 2026
Discretionary71.7%
$481M
72% of total RAUM71.7%
Non-discretionary28.3%
$190M
28% of total RAUM28.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$671M
Total Accounts1,398
10Y AUM Change+$345M (+105.6%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees9
Clients per Employee49:1
10Y Employee Change+4 (+80.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.