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HARVEST FINANCIAL GROUP, LLC
CRD 149503 · SEC 801-80117
3900 WESTERRE PARKWAY, SUITE 300, RICHMOND, VA, 23233, United States
Phone
804-788-4100
Fax
804-864-2804
Registration
— (—)
Source
State registered
Total AUM
$78.7M
Discretionary AUM
$76.2M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; SELECTION OF OTHER ADVISORS
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 261 | $55.1M |
| High net worth individuals | 14 | $23.5M |
All web addresses on file
Official SEC filing: View on IAPD