Harvest Investment Services, LLC
● SEC registered since 2014CRD 159390SEC# 801-79232Oakbrook Terrace, IL
Reg. AUM
$758.4M
Employees
38
Accounts
3,427
Location
Oakbrook Terrace, IL
Harvest Investment Services, LLC assets under management
Harvest Investment Services, LLC operates as an SEC-registered investment adviser based in Oakbrook Terrace, IL. The firm has been registered since 2014. It reports $758.4 million in regulatory assets under management and employs 38 people.
Harvest Investment Services, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Harvest Financial Planning, LLC Control | Owner | 50-75% | 2011 |
| John K Alyo Control | Cio/Chief Compliance Officer | 10-25% | 2011 |
| Timothy John Newell Control | President/Ceo | Under 5% | 2011 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Harvest Investment Services, LLC manage?
Harvest Investment Services, LLC reports $758.4 million in regulatory assets under management on its Form ADV.
How many employees does Harvest Investment Services, LLC have?
Harvest Investment Services, LLC reports 38 employees.
Where is Harvest Investment Services, LLC located?
Harvest Investment Services, LLC is based in Oakbrook Terrace, IL and has been SEC-registered since 2014.
Does Harvest Investment Services, LLC disclose fund performance?
Harvest Investment Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1 Transam Plaza Drive, Suite 230, Oakbrook Terrace, IL 60181-4285 |
| Phone | (630) 613-9230 |
| Fax | (630) 333-4091 |
| Office hours | By Appointment Only |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1591097 |
| Discloses disciplinary history | No |
Regulatory AUM
$758.4M▲ 42%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 15%
More than 85% of 16,825 advisers
Assets under management
$758.4Mregulatory AUM
Discretionary $758.4M