RIA Intel›Advisers›Virginia›HARVEST FINANCIAL GROUP, LLC

HARVEST FINANCIAL GROUP, LLC

Advisory

N·RICHMOND, VA

Data as of Nov 1, 2019 · Source: SEC Form ADV

Total AUM

$75M

1-Year AUM Growth

-19.1%

3-Year CAGR

-10.2%

Employees

1

Assets Under Management

Total AUM$75M

Discretionary AUM$75M

Non-Discretionary AUM$568K

Discretionary %99.2%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Filing History

Total Filings on Record22

First FilingJul 18, 2014

Latest FilingNov 1, 2019

🔒 Full AUM trend chart and 22 historical filings spanning 5+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on HARVEST FINANCIAL GROUP, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.