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
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.
Latest 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%)
* 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.