# Harvest Investment Advisors, LLC

> Harvest Investment Advisors, LLC is an SEC-registered investment advisory firm, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 136693
- Filed as: HARVEST INVESTMENT ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/136693
- AdvisorCensus page: https://advisorcensus.com/firm/harvest-investment-advisors-llc-136693

## Quick answers

**How is Harvest Investment Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Harvest Investment Advisors, LLC reports these compensation arrangements: a percentage of assets under its management.

**Is Harvest Investment Advisors, LLC registered with the SEC or a state?**
Harvest Investment Advisors, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 136693.

**How much does Harvest Investment Advisors, LLC manage?**
Harvest Investment Advisors, LLC reports $200,285,400 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (99% discretionary).

**How have Harvest Investment Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Harvest Investment Advisors, LLC: Regulatory assets under management: $121,100,000 in the October 2021 data and $200,285,400 in the October 2026 data, up 65%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Harvest Investment Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (79); high net worth individuals (43); charitable organizations (3).

**Which custodians does Harvest Investment Advisors, LLC use?**
Harvest Investment Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Harvest Investment 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/136693

**What changed in Harvest Investment Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $162,543,300 to $200,285,400 (+23%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 16, 2026)

- Minimum annual fee: $1,000

> All accounts are subject to a $1,000 minimum annual fee.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $200,285,400
- Discretionary: $198,184,800
- Non-discretionary: $2,100,600

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 79 | $26,024,300 |
| High net worth individuals | 43 | $172,980,300 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 3 | $1,280,800 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [harvestinvestmentadvisors.com](https://harvestinvestmentadvisors.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $121,100,000 | 2 | June 30, 2021 |
| October 2022 | $148,153,000 | 2 | March 19, 2022 |
| October 2023 | $123,704,400 | 2 | March 22, 2023 |
| October 2024 | $142,962,900 | 2 | March 20, 2024 |
| October 2025 | $162,543,300 | 2 | March 11, 2025 |
| October 2026 | $200,285,400 | 2 | March 16, 2026 |

Regulatory assets under management: $121,100,000 in the October 2021 data and $200,285,400 in the October 2026 data, up 65%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $162,543,300 to $200,285,400 (+23%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Harvest Investment Advisors, LLC (CRD 136693): Form ADV filing data as of October 2026.