OAKBROOK TERRACE, ILCRD 159390Latest ADV March 31, 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
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 March 31, 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.
Latest 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%)
* 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.