Harvest Financial Advisors, LLC
● SEC registered since 2007CRD 145552SEC# 801-68507West Chester, OH
Reg. AUM
$671M
Employees
9
Accounts
1,398
Location
West Chester, OH
Harvest Financial Advisors, LLC assets under management
Harvest Financial Advisors, LLC is an SEC-registered investment adviser based in West Chester, OH. The firm has been registered since 2007. It reports $671 million in regulatory assets under management and employs 9 people.
Harvest Financial Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Marc Erle Henn Control | Ceo/Chief Compliance Officer | Over 75% | 2007 |
| Paul E. Burgdorf Control | Chief Operating Officer | 25-50% | 2022 |
Frequently asked questions
How much does Harvest Financial Advisors, LLC manage?
Harvest Financial Advisors, LLC reports $671 million in regulatory assets under management on its Form ADV.
How many employees does Harvest Financial Advisors, LLC have?
Harvest Financial Advisors, LLC reports 9 employees.
Where is Harvest Financial Advisors, LLC located?
Harvest Financial Advisors, LLC is based in West Chester, OH and has been SEC-registered since 2007.
Does Harvest Financial Advisors, LLC disclose fund performance?
Harvest Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8840 Cincinnati-Dayton Road, West Chester, OH 45069 |
| Phone | 513-779-3030 |
| Fax | 888-779-4033 |
| Office hours | 8:30 a.m. To 5 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$671M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$671Mregulatory AUM
Discretionary $481.2MNon-discretionary $189.9M