RIA Intel›Advisers›Florida›HARVEST PORTFOLIO MANAGEMENT, LLC

HARVEST PORTFOLIO MANAGEMENT, LLC

Advisory

FL

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in FL

#1,373

of 2,610 advisers by AUM

Average account

$1M

across 90 accounts

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$90M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$90M

Discretionary AUM$90M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients90

Team

Total Employees1

Investment Advisers0

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, MI, SC

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.

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Owners & Officers

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

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Client Demographics

90 clients

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

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

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STEVEN L. EBER, P.A.

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$90M

ZEST CAPITAL LLC

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ALPHAQ ADVISORS LLC

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