# Harvest Financial Advisors, LLC

> 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.

- CRD: 145552
- Filed as: HARVEST FINANCIAL ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: West Chester, OH
- Filing period: October 2026
- Form ADV filing dated: July 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/145552
- AdvisorCensus page: https://advisorcensus.com/firm/harvest-financial-advisors-llc-west-chester-oh-145552

## Quick answers

**How is Harvest Financial Advisors, LLC compensated?**
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.

**Where is Harvest Financial Advisors, LLC located?**
Harvest Financial Advisors, LLC's principal office is in West Chester, OH, according to its Form ADV.

**Is Harvest Financial Advisors, LLC registered with the SEC or a state?**
Harvest Financial Advisors, LLC is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 145552.

**How much does Harvest Financial Advisors, LLC manage?**
Harvest Financial Advisors, LLC reports $671,021,752 in regulatory assets under management in its Form ADV filing dated July 6, 2026 (96% discretionary).

**How have Harvest Financial Advisors, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Harvest Financial Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (421); high net worth individuals (21).

**Does Harvest Financial Advisors, LLC 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/145552

**What changed in Harvest Financial Advisors, LLC's recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in CA, TN.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $671,021,752
- Discretionary: $647,197,841
- Non-discretionary: $23,823,911

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 421 | $481,163,450 |
| High net worth individuals | 21 | $189,858,302 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2007 (18 years)
- Employees: 9 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, IN, KY, NE, OH, PA, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- financialadvisorscincinnati.com
- harvest-advisor.com
- harvestadviser.com
- harvestadvisor.com
- harvestadvisors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $322,451,802 | 6 | June 2, 2021 |
| October 2022 | $401,118,636 | 6 | April 5, 2022 |
| October 2023 | $406,328,724 | 10 | April 27, 2023 |
| October 2024 | $468,510,940 | 10 | April 18, 2024 |
| October 2025 | $582,622,483 | 9 | April 1, 2025 |
| October 2026 | $671,021,752 | 9 | July 6, 2026 |

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.

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in CA, TN.

### April 2026
- Regulatory assets under management went from $582,622,483 to $671,021,752 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Harvest Financial Advisors, LLC (CRD 145552): Form ADV filing data as of October 2026.