RIA Intel›Advisers›Massachusetts›HARVEST CAPITAL MANAGEMENT, LLC

HARVEST CAPITAL MANAGEMENT, LLC

Advisory

QUINCY, MA

Data as of Feb 10, 2026 · Source: SEC Form ADV

Rank in MA

#1,344

of 1,590 advisers by AUM

Average account

$409K

across 50 accounts

AUM per adviser

$20M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 10, 2026.

Total AUM

$20M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$20M

Discretionary AUM$20M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients15

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

15 clients

8 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

MARGARET ANN MCNABB

EAST DENNIS, MA

$20M

BOGLE WEALTH MANAGEMENT, LLC

YARMOUTH PORT, MA

$21M

CCM INVESTMENT MANAGEMENT, LLC

NEW BEDFORD, MA

$21M

TEMPO FINANCIAL ADVISORS, LLC

$21M

$20M

HOUSE HANOVER LLC

NORTH ANDOVER, MA

$20M

Get the full picture on HARVEST CAPITAL MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track HARVEST CAPITAL MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans