7th Harvest Investments
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$62,961,163
Clients
113
Advisors
3
of 3 employees
About
7th Harvest Investments provides fee‑based investment management to individual and organizational clients, including high‑net‑worth households and retirement plan sponsors. The firm also delivers retirement plan investment consulting and offers model and sub‑advisory portfolio services, including discretionary management of 401(k) plan assets and access to proprietary model portfolios for other advisers.
The firm implements its strategies using a blend of charting, fundamental and technical analysis and employs a range of tactics from long‑term holdings to short‑term trading, options and margin where appropriate. Accounts are monitored daily with at least annual client reviews, and the firm commonly centralizes trade execution through designated custodians while distributing model updates to platform sponsors and advisers.
A distinguishing feature is that certain firm representatives are licensed insurance agents who may recommend commission‑based insurance products, a relationship the firm discloses as a potential conflict of interest and that it limits in practice; one advisor’s substantial outside employment (reported at roughly 100 hours per month) is another notable operational detail. The firm’s small, three‑advisor structure combined with both direct portfolio management and model/sub‑advisory services sets it apart from peers that focus solely on retail discretionary management.
Client services
Expertise
Fee options
Flat monthly, quarterly, or annual fees negotiable; discounts and full fee waivers possible
$0+: 0.15% to 2.00% $0+: 0.25% to 0.75% $0+: 0.35% to 0.75% $0+: 0.25% to 0.50%
Insurance-related products sold on a commission basis by certain representatives
Account minimum: $250,000
Main office
17250 Dallas Parkway
Dallas TX 75248
Advisors at this office
3
Most active in
Texas
Also doing business as
7 Th Harvest Investments · Legacy Texas Wealth Advisors, LLC · Legacytexas Wealth Advisors · Legacytexas Wealth Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Thomas Y
Series 63, Series 65
Dallas, TX
7th Harvest Investments
Thomas Young is a financial advisor with 51 years of industry experience, currently practicing at 7th Harvest Investments since 2017. He holds Series 63 and Series 65 licenses and previously worked at SWS Financial Services - Hilltop for 23 years. 7th Harvest Investments serves individual clients, including high-net-worth individuals, and organizational clients such as retirement plan sponsors. The firm offers fee-based portfolio management, retirement plan investment consulting, and model portfolio services, utilizing a combination of charting, fundamental and technical analysis across various investment strategies.
Earl J
CFP®, Series 63, Series 66
Dallas, TX
7th Harvest Investments
Earl Jefferson is a CFP® professional with 22 years of experience in financial advising. He is affiliated with 7th Harvest Investments and has worked at Legacytexas Wealth Advisors, LLC since 2006. Jefferson occasionally serves as an adjunct professor at Southern Methodist University and holds licenses as an insurance agent. 7th Harvest Investments serves individual and organizational clients, including high-net-worth individuals and retirement plan sponsors, offering fee-based portfolio management, retirement plan consulting, and model portfolio services. The firm employs a combination of charting, fundamental and technical analysis, and manages portfolios with strategies ranging from long-term holdings to short-term trading.
Chester A
CFP®, Series 63, Series 65
Dallas, TX
7th Harvest Investments
Chester Anderson III is a CFP® professional at 7th Harvest Investments in Dallas, TX, with 12 years of industry experience. He has been with 7th Harvest Investments since 2015. Outside of his advisory role, Anderson is involved in nonprofit activities, serving as treasurer for Westside Baptist Church and Real Life Ministries, and markets biblical study materials through a related business. 7th Harvest Investments provides fee-based investment management and retirement plan consulting to individuals and organizations, including high-net-worth households and plan sponsors. The firm uses a combination of charting, fundamental and technical analysis, and offers both direct portfolio management and model-based services.
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