Financial Harvest, LLC
● SEC registered since 2018CRD 148271SEC# 801-112271Winter Park, FL
Reg. AUM
$557.4M
Employees
9
Accounts
1,397
Location
Winter Park, FL
Financial Harvest, LLC assets under management
Financial Harvest, LLC is a registered investment adviser overseen by the SEC based in Winter Park, FL. The firm has been registered since 2018. It reports $557.4 million in regulatory assets under management and employs 9 people.
Financial Harvest, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Alan Witter Control | Managing Member & Chief Compliance Officer | 25-50% | 2005 |
| Kellen Hindry Williams | Member | Under 5% | 2023 |
| Nancy Kathryn Witter Control | Managing Member | 25-50% | 2011 |
Frequently asked questions
How much does Financial Harvest, LLC manage?
Financial Harvest, LLC reports $557.4 million in regulatory assets under management on its Form ADV.
How many employees does Financial Harvest, LLC have?
Financial Harvest, LLC reports 9 employees.
Where is Financial Harvest, LLC located?
Financial Harvest, LLC is based in Winter Park, FL and has been SEC-registered since 2018.
Does Financial Harvest, LLC disclose fund performance?
Financial Harvest, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1091 West Morse Boulevard, Suite 200, Winter Park, FL 32789 |
| Phone | 407-937-0707 |
| Fax | 407-937-0706 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$557.4M▲ 24%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$557.4Mregulatory AUM
Discretionary $557.3MNon-discretionary $108K