Harvest - Faith-Based Investing logo

Harvest - Faith-Based Investing

Updated today

Client AUM

$0

Clients

0

Advisors

1

of 2 employees

About

Harvest - Faith-Based Investing serves individual Christian investors and registered investment advisers seeking values-aligned, automated portfolio management. It delivers discretionary investment services exclusively through a mobile and Internet application, offering third‑party‑managed ETF model portfolios, fractional‑share investing, and digital educational content on biblical financial principles.

The firm’s platform uses an online onboarding questionnaire and an algorithmic model-selection process to match clients to biblically screened portfolios and then implements and monitors those models via third‑party registered managers. Harvest emphasizes values‑based screening, impact‑oriented ETF selection, and proxy voting and shareholder engagement when choosing managers, and it maintains programmatic rebalancing and ongoing manager oversight.

Harvest is notable among independent advisors for operating solely as an Internet adviser and for sponsoring a wrap fee program that bundles advisory and brokerage services, in addition to offering a subscription option that allows other advisors to use its model selection services. The firm is a recently launched robo‑advisor (registered in 2025) with $0 in reported assets under management as of December 31, 2025, and it highlights accessibility features such as no account minimums and fractional shares.

Client services

Portfolio management Selection of other advisers

Demographic focus

Religious/faith focused

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Fee options

Subscriptions

Advisor subscription fee: $250/month or $2,500/year; Legacy clients with Alpaca custodian may pay $10/month or $99/year subscription fee.

Main office

403 5th Street

Lynchburg VA 24504

Advisors at this office

1

Most active in

Texas · Virginia

Also doing business as

Harvest Faith Based Investing · Harvest App LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

View complete list of advisors at this firm
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