Harvest Investment Advisors, LLC
● SEC registered since 2021CRD 136693SEC# 801-121340
Reg. AUM
$200.3M
Employees
2
Accounts
280
Location
—
Harvest Investment Advisors, LLC assets under management
Harvest Investment Advisors, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2021. It reports $200.3 million in regulatory assets under management and employs 2 people.
Harvest Investment Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kristin Schrieber Roberts | Non-Managing Member | 5-10% | 2007 |
| Millard David Roberts Control | Principal And Chief Compliance Officer | Over 75% | 2004 |
Frequently asked questions
How much does Harvest Investment Advisors, LLC manage?
Harvest Investment Advisors, LLC reports $200.3 million in regulatory assets under management on its Form ADV.
How many employees does Harvest Investment Advisors, LLC have?
Harvest Investment Advisors, LLC reports 2 employees.
Does Harvest Investment Advisors, LLC disclose fund performance?
Harvest Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 8508934414 |
| Fax | 850-893-4412 |
| Office hours | 9-5 |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1967261 |
| Discloses disciplinary history | No |
Regulatory AUM
$200.3M▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$200.3Mregulatory AUM
Discretionary $198.2MNon-discretionary $2.1M