RIA Intel›Advisers›Ohio›HARVEST ADVISORS, LLC

HARVEST ADVISORS, LLC

Advisory

CANTON, OH

Data as of Mar 17, 2026 · Source: SEC Form ADV

Average account

$150K

across 220 accounts

AUM per adviser

$11M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM

$33M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$33M

Discretionary AUM$33M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients108

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

108 clients

4 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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