Harvest Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Harvest Capital Management provides investment advisory and planning services to individuals, high‑net‑worth individuals, and pension and profit‑sharing plans. The firm offers ongoing portfolio management, financial planning and consulting, and employee benefit plan services (pension consulting).
The firm documents client objectives in an Investment Policy Statement and typically manages portfolios with a long‑term, modern‑portfolio‑theory informed approach using fundamental analysis, often with discretionary authority and regular monitoring. Advice is generally limited to mutual funds, fixed income, equities, ETFs (including precious‑metal sector ETFs), REITs, TIPS and other listed instruments, and the firm can incorporate held‑away accounts into its oversight using a third‑party platform.
Notably, Harvest provides pension consulting services that include written plan creation, selection and monitoring of money managers and plan service providers, participant education, and employee access to personal financial‑planning tools—services that are less common for firms of this size. The firm also directs clients to specific custodians and uses a third‑party held‑away platform to facilitate oversight of retirement plan and non‑custodied assets, which can affect how plan and personal account management are consolidated.
Client services
Expertise
Fee options
Financial planning fees start at $3,000; financial consulting fees start at $250 per month; Solo-401k or SEP plan setup fee $1,500 (waived if assets ≥ $250,000)
$0 - $1,000,000: 0.75% $1,000,001 - $2,500,000: 0.60% $2,500,001 - $5,000,000: 0.50% $5,000,001+: 0.40%
Account minimum: $250,000
Main office
Aledo TX
Advisors at this office
1
Most active in
Louisiana · Texas
Also doing business as
B And S Waste Services LLC/Waste Iq, LLC · Harvest Capital Management · Mhb Advisory Services, LLC · Mhb Real Estate Investments, 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 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
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