{
  "crd_number": 145552,
  "slug": "harvest-financial-advisors-llc-west-chester-oh-145552",
  "primary_business_name": "HARVEST FINANCIAL ADVISORS, LLC",
  "legal_name": "HARVEST FINANCIAL ADVISORS, LLC",
  "dbas": [],
  "city": "West Chester",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "17140",
  "metro": {
    "cbsa_code": "17140",
    "common_name": "Cincinnati",
    "msa_name": "Cincinnati, OH-KY-IN",
    "path": "/advisors/oh/cincinnati"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2007-11-16",
  "years_registered": 18,
  "period": "2026-10-01",
  "filing_date": "2026-07-06",
  "carried_forward": false,
  "raum_total": 671021752.0,
  "raum_discretionary": 647197841.0,
  "raum_non_discretionary": 23823911.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 9,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 481163450.0,
      "count": 421
    },
    "high_net_worth_individuals": {
      "raum": 189858302.0,
      "count": 21
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "IN",
    "KY",
    "NE",
    "OH",
    "PA",
    "TN",
    "TX",
    "VA"
  ],
  "websites": [
    "https://financialadvisorscincinnati.com",
    "https://harvest-advisor.com",
    "https://harvestadviser.com",
    "https://harvestadvisor.com",
    "https://harvestadvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/145552",
  "city_as_filed": "WEST CHESTER",
  "url": "https://advisorcensus.com/firm/harvest-financial-advisors-llc-west-chester-oh-145552",
  "display_name": "Harvest Financial Advisors, LLC",
  "summary": "Harvest Financial Advisors, LLC is an SEC-registered investment advisory firm in West Chester, OH, registered since 2007, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 6, 2026.",
  "citation": "AdvisorCensus. Harvest Financial Advisors, LLC (CRD 145552): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Harvest Financial Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Harvest Financial Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Harvest Financial Advisors, LLC located?",
      "a": "Harvest Financial Advisors, LLC's principal office is in West Chester, OH, according to its Form ADV."
    },
    {
      "q": "Is Harvest Financial Advisors, LLC registered with the SEC or a state?",
      "a": "Harvest Financial Advisors, LLC is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 145552."
    },
    {
      "q": "How much does Harvest Financial Advisors, LLC manage?",
      "a": "Harvest Financial Advisors, LLC reports $671,021,752 in regulatory assets under management in its Form ADV filing dated July 6, 2026 (96% discretionary)."
    },
    {
      "q": "How have Harvest Financial Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Harvest Financial Advisors, LLC: Regulatory assets under management: $322,451,802 in the October 2021 data and $671,021,752 in the October 2026 data, up 108%. Total employees: 6 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Harvest Financial Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (421); high net worth individuals (21)."
    },
    {
      "q": "Does Harvest Financial Advisors, LLC report any disciplinary disclosures?",
      "a": "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/145552"
    },
    {
      "q": "What changed in Harvest Financial Advisors, LLC's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Registered or notice-filed in CA, TN."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 322451802.0,
      "total_employees": 6,
      "filing_date": "2021-06-02"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 401118636.0,
      "total_employees": 6,
      "filing_date": "2022-04-05"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 406328724.0,
      "total_employees": 10,
      "filing_date": "2023-04-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 468510940.0,
      "total_employees": 10,
      "filing_date": "2024-04-18"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 582622483.0,
      "total_employees": 9,
      "filing_date": "2025-04-01"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 671021752.0,
      "total_employees": 9,
      "filing_date": "2026-07-06"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Registered or notice-filed in CA, TN."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $582,622,483 to $671,021,752 (+15%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/harvest-financial-advisors-llc-west-chester-oh-145552.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 421,
      "fewer_than_5": false,
      "raum": 481163450.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 21,
      "fewer_than_5": false,
      "raum": 189858302.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/145552",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}