HARVEST FINANCIAL GROUP, LLC

HARVEST FINANCIAL GROUP, LLC of RICHMOND, VA is an SEC-registered investment adviser (CRD 149503). Regulatory assets under management: $78.7M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 149503
• SEC file number: 801-80117
• Type: Registered investment adviser
• Location: 3900 WESTERRE PARKWAY, RICHMOND, VA, 23233
• Phone: 804-788-4100
• Latest filing: 2026-03-31
• Regulatory AUM: $78.7M
• Discretionary AUM: $76.2M
• Non-discretionary AUM: $2.5M
• Clients: 1
• Accounts: 568

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Charities, Corporations.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 149503 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search