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HARVEST INVESTMENT ADVISORS, LLC
CRD 136693 · SEC 801-121340
GA, United States
Phone
8508934414
Fax
850-893-4412
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$200.3M
Discretionary AUM
$198.2M
Team
2 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 79 | $26.0M |
| High net worth individuals | 43 | $173.0M |
| Charitable organizations | 3 | $1.3M |
States served
GA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD