A complete list of active advisors currently associated with Harvest Capital Assets, LLC

Warmer can help you find a great advisor at Harvest Capital Assets, LLC or one who fits your needs even better.

Harvest Capital Assets LLC provides ongoing portfolio management and related financial planning primarily to individual and high‑net‑worth clients, overseeing roughly $72 million in client assets across about 246 accounts. Services include tailored investment strategy, asset allocation, securities selection, and regular portfolio monitoring, with financial planning offered during onboarding at no additional charge. The firm emphasizes individualized portfolio management and reports that it primarily recommends individual equities to a majority of clients while also employing mutual funds, ETFs, fixed income, REITs, annuities, commodities, private placements and venture capital when appropriate. Its analytical approach combines fundamental, technical, quantitative and modern portfolio theory, and it uses a broad set of trading strategies — including long‑ and short‑term trading, options, margin and short sales — which can involve elevated risk. Noteworthy features for a firm of this size include no stated account minimum and management of all client assets in‑house rather than through third‑party managers, along with an internal policy to seek fair allocation of limited investment opportunities such as IPOs. The firm recently added LPL Financial as a custodian and discloses the potential receipt of research or other services (soft‑dollar benefits); it also does not accept performance‑based fees and does not accept proxy‑voting authority for client securities.

To learn more about the advisors currently working at Harvest Capital Assets, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.