# Harvested Financial, LLC

> Harvested Financial, LLC is a state-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 4, 2026.

- CRD: 309199
- Filed as: HARVESTED FINANCIAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Connecticut
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/309199
- AdvisorCensus page: https://advisorcensus.com/firm/harvested-financial-llc-309199

## Quick answers

**How is Harvested Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Harvested Financial, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Harvested Financial, LLC registered with the SEC or a state?**
Harvested Financial, LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 309199.

**How much does Harvested Financial, LLC manage?**
Harvested Financial, LLC reports $4,261,679 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (100% discretionary).

**What types of clients does Harvested Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (7).

**Does Harvested Financial, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/309199

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $4,261,679
- Discretionary: $4,261,679
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $4,261,679 |

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

### Firm details
- Registered since: 2024 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- demothetape.com
- harvestedfinancial.com
- hfclient.com
- thetape.report
- LinkedIn @HARVESTED-FINANCIAL
- X @harvested_Dafe
- YouTube @UCbA1DL7u321rMa4cHhbNS-w

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Harvested Financial, LLC (CRD 309199): Form ADV filing data as of October 2026.