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HARVEST FINANCIAL ADVISORS, LLC

CRD 145552 · SEC 801-68507

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8840 CINCINNATI-DAYTON ROAD, WEST CHESTER, OH, 45069, United States

Phone

513-779-3030

Fax

888-779-4033

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$671.0M

Discretionary AUM

$481.2M

Team

9 total employees; 5 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Publication of periodicalsEducational seminars

Client types

TypeClientsAUM
Individuals421$481.2M
High net worth individuals21$189.9M

States served

IN, KY, NE, OH, PA, VA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD