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Firm profile

Harvest Investment Services, LLC

OAKBROOK TERRACE, ILCRD 159390Latest ADV May 26, 2026

Harvest Investment Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Oakbrook Terrace, IL. Its latest Form ADV filing, dated March 31, 2026, reports $758M in regulatory assets under management, 38 employees, 12 offices, and 3,427 accounts.

Assets Under Management
$758M
Employees
38
Offices
12 offices
Total Clients
1,508
Primary office
OAKBROOK TERRACE, IL
1 TRANSAM PLAZA DRIVE, SUITE 230, OAKBROOK TERRACE, IL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOTimothy J. Newell
CCOJohn K. Alyo
CIOJohn K. Alyo

Advisory services offered

6 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 87.3% of total clients.
Top client categories% of clientsClients
1
Individuals
87.3%
1,316
2
HNWI
12.2%
184
3
Pooled Investment Vehicles
0.5%
8

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$758Mas of May 26, 2026
Discretionary100.0%
$758M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
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.

Total AUM$758M
Total Accounts3,427
10Y AUM Change+$580M (+325.1%)

Employee Growth by Quarter

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

Total Employees38
Clients per Employee40:1
10Y Employee Change+4 (+11.8%)

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.