# HARVEST FINANCIAL ADVISORS, LLC

HARVEST FINANCIAL ADVISORS, LLC of WEST CHESTER, OH is an SEC-registered investment adviser.

## Registration

- CRD: 145552
- Type: SEC-registered investment adviser
- SEC file number: 801-68507
- Location: 8840 CINCINNATI-DAYTON ROAD, WEST CHESTER, OH, 45069
- Phone: 513-779-3030
- Latest filing: 2026-07-06
- Regulatory AUM: $671.0M
- Discretionary AUM: $647.2M
- Non-discretionary AUM: $23.8M
- Clients: 9
- Accounts: 1,398

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pooled vehicles, Corporations

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Marc Erle Henn | CEO/CHIEF COMPLIANCE OFFICER | — |
| Paul E Burgdorf | CHIEF OPERATING OFFICER | — |
| HENN MARC ERLE | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| BURGDORF PAUL E | SENIOR VICE PRESIDENT | — |
| Paul E. Burgdorf | CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/145552/brochure
- Similar advisers: https://search.stillhousedata.com/firm/145552/similar
- Related entities: https://search.stillhousedata.com/firm/145552/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/145552

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.