Harvested Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Harvested Financial provides discretionary portfolio management, digital asset investment management, consulting, and a paid analytics subscription to individual and institutional clients, including other registered investment advisers. Services include individualized portfolio construction, options-based trading strategies, and separate consulting engagements and analytics that are billed outside of standard advisory agreements.
The firm’s investment process combines quantitative analysis and asset-allocation guidance with active trading tactics, including long- and short-term purchases, trading, and options strategies such as covered calls and spreads. It implements derivatives in separately managed accounts and uses proprietary and licensed automation tools for higher-frequency strategies, while offering digital asset allocations only after client acknowledgement of the attendant risks.
Noteworthy for a small, solo independent adviser, the firm acts as a fund sponsor/syndicator and accepts institutional client relationships in addition to retail accounts — features that are uncommon among peers. The principal also maintains a minority financial interest in a broker‑dealer that operates as an options market maker, and the firm’s separate analytics product and digital‑asset services create a trading‑and‑technology focus atypical for firms of its size.
Client services
Expertise
Fee options
$0 - $100,000: 1.5% per annum $100,000 - $500,000: 1.0% per annum $500,000+: 0.75% per annum
Consulting services start at $300 per hour
Analytics services subscription fees: $39/month (individual dashboards), $79/month (Analyst tier), $149/month (Investor tier) with ~15% discount on annual orders
Account minimum: $5,000 Minimum fee: $375 minimum annual fee for specialty services Fee-only: Investment advisory fees based on AUM and consulting fees; no commissions charged.
Main office
Redding CT
Advisors at this office
1
Most active in
Connecticut
Disclosures
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Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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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