$83.3M Total AUM
$61.2M Disc. AUM
-- 3Y CAGR
3 Employees
236 ADV. Clients
20 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-03-2006
- Office Locations
- 1
Office Locations
17250 Dallas Parkway Dallas TX
About 7TH Harvest Investments
7th Harvest Investments is a Dallas-based investment advisory firm offering asset management plus tax planning and retirement services. The firm works with individuals and business owners/entrepreneurs, using a prudent approach focused on portfolio construction, asset allocation, and risk management. Reported portfolios are ETF-heavy, with additional use of public funds and cash as needed.
Team overview
49 AVG AGE
$27.8M AVG AUM / ADVISOR
$353.2K AVG AUM / CLIENT
13.6 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Services
Available
Technology
Available
Owner & Executives
E
EARL JEFFERSON JR
Chief Compliance Officer, Investment Advisor, President
- CRD
- #2111738
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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C
CHESTER ANDERSON III
--
- CRD
- #3206669
Available
Available
Available
T
THOMAS MARC YOUNG
Advisor
- CRD
- #475230
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $61,197,920 | $477,273 |
| Non-Discretionary | $22,151,539 | $3,500,000 |
| Total | $83,349,459 | $1,206,897 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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