Active
HARVEST FINANCIAL ADVISORS, LLC
Investment Advice|WEST CHESTER, OH
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$582.6M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 560.0M |
| Non-Discretionary | 22.7M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 145552 |
| SEC Number | 801-68507 |
| Street Address | 8840 CINCINNATI-DAYTON ROAD |
| Location | WEST CHESTER, OH 45069 |
| Country | United States |
| Phone | 513-779-3030 |
| Fax | 888-779-4033 |
| Total Employees | 9 |
Client Count by Type (418 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 400 |
| High Net Worth Individual… | 18 |
Community Partners
CITY OF HAMILTON
CITY OF MIDDLETOWN
CITY OF MONROE
CITY OF OXFORD
CITY OF TRENTON
COUNTY OF BUTLER
TOWNSHIP OF FAIRFIELD
TOWNSHIP OF HANOVER
TOWNSHIP OF LEMON
TOWNSHIP OF LIBERTY
TOWNSHIP OF MADISON
TOWNSHIP OF MILFORD
TOWNSHIP OF MORGAN
TOWNSHIP OF OXFORD
TOWNSHIP OF REILY
TOWNSHIP OF ROSS
TOWNSHIP OF ST CLAIR
TOWNSHIP OF WAYNE
TOWNSHIP OF WEST CHESTER
VILLAGE OF JACKSONBURG
CITY OF HAMILTON
CITY OF MIDDLETOWN
CITY OF MONROE
CITY OF OXFORD
CITY OF TRENTON
COUNTY OF BUTLER
TOWNSHIP OF FAIRFIELD
TOWNSHIP OF HANOVER
TOWNSHIP OF LEMON
TOWNSHIP OF LIBERTY
TOWNSHIP OF MADISON
TOWNSHIP OF MILFORD
TOWNSHIP OF MORGAN
TOWNSHIP OF OXFORD
TOWNSHIP OF REILY
TOWNSHIP OF ROSS
TOWNSHIP OF ST CLAIR
TOWNSHIP OF WAYNE
TOWNSHIP OF WEST CHESTER
VILLAGE OF JACKSONBURG
CITY OF HAMILTON
CITY OF MIDDLETOWN
CITY OF MONROE
CITY OF OXFORD
CITY OF TRENTON
COUNTY OF BUTLER
TOWNSHIP OF FAIRFIELD
TOWNSHIP OF HANOVER
TOWNSHIP OF LEMON
TOWNSHIP OF LIBERTY
TOWNSHIP OF MADISON
TOWNSHIP OF MILFORD
TOWNSHIP OF MORGAN
TOWNSHIP OF OXFORD
TOWNSHIP OF REILY
TOWNSHIP OF ROSS
TOWNSHIP OF ST CLAIR
TOWNSHIP OF WAYNE
TOWNSHIP OF WEST CHESTER
VILLAGE OF JACKSONBURG
Municipal Government
23 Active
23
Organizations
BOARD OF COUNTY COMMISSIONERS, BUTLER COUNTY
BUTLER COUNTY BOARD OF DEVELOPMENTAL DISABILITIES
BUTLER COUNTY METROPOLITAN HOUSING AUTHORITY
BUTLER COUNTY REGIONAL TRANSIT AUTHORITY
BUTLER COUNTY SOIL AND WATER CONSERVATION DISTRICT
BUTLER SOIL & WATER CONSERVATION DISTRICT
FIRE DEPARTMENTS GOVERNMENT SAINT CLAIR TWP
HAMILTON COMMUNITY AUTHORITY
LIBERTY COMMUNITY AUTHORITY
MIDDLETOWN PUBLIC LIBRARY
MIDPOINTE LIBRARY SYSTEM
SOUTHWESTERN OHIO COUNCIL OF GOVERNMENTS
SOUTHWEST REGIONAL WATER DISTRICT
BOARD OF COUNTY COMMISSIONERS, BUTLER COUNTY
BUTLER COUNTY BOARD OF DEVELOPMENTAL DISABILITIES
BUTLER COUNTY METROPOLITAN HOUSING AUTHORITY
BUTLER COUNTY REGIONAL TRANSIT AUTHORITY
BUTLER COUNTY SOIL AND WATER CONSERVATION DISTRICT
BUTLER SOIL & WATER CONSERVATION DISTRICT
FIRE DEPARTMENTS GOVERNMENT SAINT CLAIR TWP
HAMILTON COMMUNITY AUTHORITY
LIBERTY COMMUNITY AUTHORITY
MIDDLETOWN PUBLIC LIBRARY
MIDPOINTE LIBRARY SYSTEM
SOUTHWESTERN OHIO COUNCIL OF GOVERNMENTS
SOUTHWEST REGIONAL WATER DISTRICT
BOARD OF COUNTY COMMISSIONERS, BUTLER COUNTY
BUTLER COUNTY BOARD OF DEVELOPMENTAL DISABILITIES
BUTLER COUNTY METROPOLITAN HOUSING AUTHORITY
BUTLER COUNTY REGIONAL TRANSIT AUTHORITY
BUTLER COUNTY SOIL AND WATER CONSERVATION DISTRICT
BUTLER SOIL & WATER CONSERVATION DISTRICT
FIRE DEPARTMENTS GOVERNMENT SAINT CLAIR TWP
HAMILTON COMMUNITY AUTHORITY
LIBERTY COMMUNITY AUTHORITY
MIDDLETOWN PUBLIC LIBRARY
MIDPOINTE LIBRARY SYSTEM
SOUTHWESTERN OHIO COUNCIL OF GOVERNMENTS
SOUTHWEST REGIONAL WATER DISTRICT
Special District
13 Active
13
Organizations
BUTLER TECHNOLOGY CAREER DEVELOPMENT SCHOOLS
EDGEWOOD CITY SCHOOLS
FAIRFIELD CITY SCH DIST
HAMILTON CITY SCH DIST
LAKOTA LOCAL SCH DIST
MADISON LOCAL SCH DIST
MIDDLETOWN CTY SCH DIST
MONROE LOCAL SCHOOL DISTRICT
NEW MIAMI LOCAL SCH DIST
ROSS LOCAL SCH DIST
TALAWANDA SCHOOL DISTRICT
BUTLER TECHNOLOGY CAREER DEVELOPMENT SCHOOLS
EDGEWOOD CITY SCHOOLS
FAIRFIELD CITY SCH DIST
HAMILTON CITY SCH DIST
LAKOTA LOCAL SCH DIST
MADISON LOCAL SCH DIST
MIDDLETOWN CTY SCH DIST
MONROE LOCAL SCHOOL DISTRICT
NEW MIAMI LOCAL SCH DIST
ROSS LOCAL SCH DIST
TALAWANDA SCHOOL DISTRICT
BUTLER TECHNOLOGY CAREER DEVELOPMENT SCHOOLS
EDGEWOOD CITY SCHOOLS
FAIRFIELD CITY SCH DIST
HAMILTON CITY SCH DIST
LAKOTA LOCAL SCH DIST
MADISON LOCAL SCH DIST
MIDDLETOWN CTY SCH DIST
MONROE LOCAL SCHOOL DISTRICT
NEW MIAMI LOCAL SCH DIST
ROSS LOCAL SCH DIST
TALAWANDA SCHOOL DISTRICT
School District
11 Active
11
Organizations
196 MIDDLETOWN AREA SCHOOLS CREDIT UNION
219 CHURCH STREET OXFORD
25KIWANIANSWHOCARE-PNW
2EYES JUSTDRIVE
3 LITTLE HALOS SAFETY TOWNINC
3 R Development
4031 Ministries
429 CONNECTS
42 KEMBA CREDIT UNION INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
5 PANES Y 2 PECES
816 NORTH DUBUQUE STREET CORPORATION
930 LEM MORRISON DRIVE AUBURN
94 WORLDWIDE FOUNDATION
AAHANAS HOPE INTERNATIONAL INC
196 MIDDLETOWN AREA SCHOOLS CREDIT UNION
219 CHURCH STREET OXFORD
25KIWANIANSWHOCARE-PNW
2EYES JUSTDRIVE
3 LITTLE HALOS SAFETY TOWNINC
3 R Development
4031 Ministries
429 CONNECTS
42 KEMBA CREDIT UNION INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
5 PANES Y 2 PECES
816 NORTH DUBUQUE STREET CORPORATION
930 LEM MORRISON DRIVE AUBURN
94 WORLDWIDE FOUNDATION
AAHANAS HOPE INTERNATIONAL INC
196 MIDDLETOWN AREA SCHOOLS CREDIT UNION
219 CHURCH STREET OXFORD
25KIWANIANSWHOCARE-PNW
2EYES JUSTDRIVE
3 LITTLE HALOS SAFETY TOWNINC
3 R Development
4031 Ministries
429 CONNECTS
42 KEMBA CREDIT UNION INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
5 PANES Y 2 PECES
816 NORTH DUBUQUE STREET CORPORATION
930 LEM MORRISON DRIVE AUBURN
94 WORLDWIDE FOUNDATION
AAHANAS HOPE INTERNATIONAL INC
Nonprofit Organization
1342 Active
1342
Organizations
Community Partners97 organizations
CITY OF HAMILTON
Municipal Government·HAMILTON
CITY OF MIDDLETOWN
Municipal Government·MIDDLETOWN
CITY OF MONROE
Municipal Government·MONROE
CITY OF OXFORD
Municipal Government·OXFORD
CITY OF TRENTON
Municipal Government·TRENTON
TOWNSHIP OF LEMON
Municipal Government·MIDDLETOWN
TOWNSHIP OF REILY
Municipal Government·OXFORD
TOWNSHIP OF ST CLAIR
Municipal Government·HAMILTON
VILLAGE OF JACKSONBURG
Municipal Government·TRENTON
VILLAGE OF MILLVILLE
Municipal Government·HAMILTON
VILLAGE OF NEW MIAMI
Municipal Government·HAMILTON
VILLAGE OF SEVEN MILE
Municipal Government·SEVEN MILE
BOARD OF COUNTY COMMISSIONERS, BUTLER COUNTY
Special District·HAMILTON
BUTLER COUNTY BOARD OF DEVELOPMENTAL DISABILITIES
Special District·HAMILTON
BUTLER SOIL & WATER CONSERVATION DISTRICT
Special District·FAIRFIELD TOWNSHIP
FIRE DEPARTMENTS GOVERNMENT SAINT CLAIR TWP
Special District·HAMILTON
LIBERTY COMMUNITY AUTHORITY
Special District·COLUMBUS
MIDPOINTE LIBRARY SYSTEM
Special District·MIDDLETOWN
SOUTHWESTERN OHIO COUNCIL OF GOVERNMENTS
Special District·LEBANON
196 MIDDLETOWN AREA SCHOOLS CREDIT UNION
Nonprofit Organization·Middletown
219 CHURCH STREET OXFORD
Nonprofit Organization·OXFORD
25KIWANIANSWHOCARE-PNW
Nonprofit Organization·Liberty Twp
2EYES JUSTDRIVE
Nonprofit Organization·West Chester
3 LITTLE HALOS SAFETY TOWNINC
Nonprofit Organization·WEST CHESTER
3 R Development
Nonprofit Organization·Middletown
4031 Ministries
Nonprofit Organization·Liberty Twp
429 CONNECTS
Nonprofit Organization·Liberty Twp
42 KEMBA CREDIT UNION INC
Nonprofit Organization·WEST CHESTER
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Middletown
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Okeana
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Middletown
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Middletown
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Middletown
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Oxford
5 PANES Y 2 PECES
Nonprofit Organization·Middletown
816 NORTH DUBUQUE STREET CORPORATION
Nonprofit Organization·OXFORD
930 LEM MORRISON DRIVE AUBURN
Nonprofit Organization·OXFORD
94 WORLDWIDE FOUNDATION
Nonprofit Organization·Liberty TWP
AAHANAS HOPE INTERNATIONAL INC
Nonprofit Organization·Liberty Township
AARON J MCGRUDER FOUNDATION
Nonprofit Organization·West Chester
Abilities First Foundation Inc
Nonprofit Organization·Middletown
ABS WEST CHESTER PTO
Nonprofit Organization·West Chester
ACCESS BUSINESS FINANCE INC
Nonprofit Organization·WEST CHESTER
ADENA ELEMENTARY PARENT TEACHER ORGANIZATION
Nonprofit Organization·West Chester
ADULAM OUTREACH INCORPORATED
Nonprofit Organization·Middletown
ADVANCED CRISIS INTEGRATION TRAINING A-CIT
Nonprofit Organization·WEST CHESTER
ADVENT CHRISTIAN GENERAL CONFERENCE OF AMERICA
Nonprofit Organization·West Chester
AFRAM AMBASSADORS FOR EXCELLENCE IN ADVANCED PRACTICE NURSING
Nonprofit Organization·WEST CHESTER
AFRAM PLAINS FOUNDATION-ADEEMMRA
Nonprofit Organization·LIBERTY TWP
AGAIN
Nonprofit Organization·Middletown
AGILE CONFERENCES INC
Nonprofit Organization·West Chester
AgInno Institute
Nonprofit Organization·Liberty Township
AGLOW INTERNATIONAL
Nonprofit Organization·West Chester
ALHAMBRA UC
Nonprofit Organization·West Chester
ALLIANCE FOR GOOD HEALTH
Nonprofit Organization·West Chester
ALL IN FOUNDATION
Nonprofit Organization·West Chester
ALL IN ONE BOOKS
Nonprofit Organization·Liberty Township
ALL PAWS MATTER
Nonprofit Organization·MIDDLETOWN
ALPHA EPSILON PI FRATERNITY-ALPHA TAU
Nonprofit Organization·Oxford
ALPHA OF OHIO
Nonprofit Organization·Oxford
ALPHA OMICRON PI FRATERNITY INC
Nonprofit Organization·Oxford
ALPHA PHI OMEGA
Nonprofit Organization·OXFORD
ALPHA SIGMA PHI FRATERNITY INC
Nonprofit Organization·OXFORD
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·Liberty Township
AMBRISH MANJU PRIVATE FOUNDATION
Nonprofit Organization·WEST CHESTER
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
Nonprofit Organization·Middletown
AMERICAN BUSINESS WOMEN ASSOCIATION
Nonprofit Organization·Middletown
AMERICAN CHEMICAL SOCIETY DIV OF POLYMERIC MATERIALS S AND E
Nonprofit Organization·Oxford
AMERICA NEPAL SOCIETY FOR MEDICAL LABORATORY SCIENCE
Nonprofit Organization·LIBERTY TWP