This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$200MItem 5.F on the latest filing (2026-03-16); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$198M

Private client RAUM

$199MderivedItem 5.D individuals plus high net worth individuals

Private client share

99%derivedprivate client RAUM over total RAUM

Advisors on IAPD

1

RAUM per advisor

$200Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

2

Advisory employees

1

Offices

0Schedule D 1.F, beyond the principal office

Accounts

280

Individual clients

79

High net worth clients

43

Custody, client assets

$200M

SEC number

801-121340

CIK

1967261

CRD

136693

Filings on the tape

13

First filed

Apr 29, 2021

Latest filed

Mar 16, 2026

Organised

Limited Liability Company, FL

Website

harvestinvestmentadvisors.com

• Occurred

  Apr 29, 2021
  First Form ADV filing

  Harvest Investment Advisors, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7d79575c-6bc3-0252-745d-d2ac5b73d0ae

First observed

Apr 29, 2021

Last observed

Mar 16, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.