Harvard Avenue Investment Advisory
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Harvard Avenue Investment Advisory manages about $64.6 million for individuals, including high‑net‑worth clients and retirement plans, and provides fee‑only, discretionary portfolio management services. The firm operates with three adviser representatives and typically applies a $250,000 account minimum.
The investment approach is grounded in Modern Portfolio Theory and implemented with low‑cost, evidence‑based no‑load mutual funds and ETFs (including funds from Dimensional Fund Advisors, Avantis and Vanguard). The firm documents client goals and risk tolerance, may use Monte Carlo analysis in planning, and can construct laddered, date‑certain fixed‑income allocations when a client’s bond allocation justifies direct holdings.
Distinctive for a firm of this size, Harvard Avenue may conduct educational financial classes and states those sessions will be offered at no charge, a service that is uncommon among peers. The small team brings nontraditional advisor backgrounds (technology and MBA experience, a CPA with prior government investigative work, and an applied‑mathematics graduate), and the firm does not take custody while maintaining limited standing transfer authority arrangements with custodians under SLOA protections and declining proxy‑voting authority.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.9% $1,000,000 - $2,000,000: 0.5% $2,000,000+: 0.3%
Account minimum: $250,000 Fee-only: Fee-only, no commissions or performance-based fees. Annual advisory fee is collected quarterly in advance based on assets under management.
Main office
Gilbert AZ
Advisors at this office
3
Most active in
Arizona · Texas · Utah
Also doing business as
Harvard Avenue · Harvard Avenue Consultants, LLC · Harvard Avenue Investment Advisory
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
Jered S
Series 63, Series 65
Gilbert, AZ
Harvard Avenue Investment Advisory
Jered Skousen is an investment advisor at Harvard Avenue Investment Advisory with 11 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Harvard Avenue since 2018, following five years at Vestory, LLC. Outside his advisory role, he is a co-owner of Healer's Art, LLC, a business led by his wife in which he does not participate operationally. Harvard Avenue Investment Advisory manages approximately $64.6 million for individuals, including high-net-worth clients and retirement plans, providing fee-only, discretionary portfolio management. The firm employs a Modern Portfolio Theory-based approach using low-cost, evidence-based mutual funds and ETFs, and offers educational financial classes at no charge.
Adam S
Series 65
Gilbert, AZ
Harvard Avenue Investment Advisory
Adam Skousen is a financial advisor at Harvard Avenue Investment Advisory in Gilbert, AZ, holding a Series 65 credential with three years of industry experience. Prior to joining the firm in 2022, he spent five years at Brigham Young University and six years at Mesquite High School. He is also a student and part-time computer technician at Brigham Young University. Harvard Avenue Investment Advisory manages approximately $64.6 million for individuals, including high-net-worth clients and retirement plans, offering fee-only, discretionary portfolio management. The firm utilizes a Modern Portfolio Theory approach with low-cost, evidence-based mutual funds and ETFs and provides educational financial classes at no charge.
David S
Series 65
Gilbert, AZ
Harvard Avenue Investment Advisory
David Shelton is a Series 65-licensed advisor at Harvard Avenue Investment Advisory in Gilbert, AZ, with less than one year of industry experience. He previously worked for the Department of Treasury’s Internal Revenue Service for over two decades and had a brief tenure at ASRC Federal. Harvard Avenue Investment Advisory manages approximately $64.6 million primarily for individuals, including high-net-worth clients and retirement plans, using a fee-only, discretionary portfolio management approach. The firm follows Modern Portfolio Theory applied through low-cost, evidence-based mutual funds and ETFs, and offers educational financial classes at no charge.
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