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AdvisorCensus / Financial advisors / Virginia / Lynchburg / Harvest - Faith-Based Investing

Harvest - Faith-Based Investing

Lynchburg, VASEC-registered investment adviserCRD 338019

Filed as HARVEST - FAITH-BASED INVESTING · Legal name Harvest APP LLC

SEC record (IAPD)

Harvest - Faith-Based Investing is an SEC-registered investment advisory firm in Lynchburg, VA, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated June 16, 2026.

0 years
registered since 2025
Not reported
assets under management
3 arrangements
Percentage of assets, Fixed fees and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is Harvest - Faith-Based Investing compensated?

On its Form ADV (Item 5.E, October 2026), Harvest - Faith-Based Investing reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other.

Where is Harvest - Faith-Based Investing located?

Harvest - Faith-Based Investing's principal office is in Lynchburg, VA, according to its Form ADV.

Is Harvest - Faith-Based Investing registered with the SEC or a state?

Harvest - Faith-Based Investing is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 338019.

Does Harvest - Faith-Based Investing report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/338019

What changed in Harvest - Faith-Based Investing's recent Form ADV filings?

In the March 2026 filing data: Registered or notice-filed in TX.

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies. See the firm's brochure (dated June 16, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F

Not reported.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 0 Assets $0
High net worth individuals
Clients 0 Assets $0
Banking or thrift institutions
Clients 0 Assets $0
Investment companies
Clients 0 Assets $0
Business development companies
Clients 0 Assets $0
Pooled investment vehicles (other than investment companies and business development companies)
Clients 0 Assets $0
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 0 Assets $0
Charitable organizations
Clients 0 Assets $0
State or municipal government entities (including government pension plans)
Clients 0 Assets $0
Other investment advisers
Clients 0 Assets $0
Insurance companies
Clients 0 Assets $0
Sovereign wealth funds and foreign official institutions
Clients 0 Assets $0
Corporations or other businesses not listed above
Clients 0 Assets $0

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5
Legal name
Harvest APP LLC
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2025 (0 years)
Employees
Total: 2. Performing investment advisory functions: 1.
Wrap fee program participation
Yes.
States registered or notice-filed
2 states or jurisdictions
TXVA

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Changes in the filing

Last 12 months
  1. March 2026
    • Registered or notice-filed in TX.
  2. February 2026
    • Updated its list of owners and control persons (Schedule A).
  3. December 2025
    • Newly registered with the SEC.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
harvest-app.co

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Harvest - Faith-Based Investing (CRD 338019): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/harvest-faith-based-investing-lynchburg-va-338019