CRD: 145090
Harfst AND Associates, Inc.
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-27-2007
- Office Locations
- 1
Office Locations
About Harfst AND Associates, Inc.
Harfst and Associates, Inc. is a Sheridan, WY wealth management and investment advisory firm serving families and retirees, along with business owners, nonprofits, endowments/foundations, and corporate retirement plans. The team builds comprehensive, goal-aligned plans and manages portfolios with a client-focused approach, with allocations implemented heavily via ETFs and public funds. Custody relationships include Raymond James and Charles Schwab.
Reported data analysis
What the numbers show
Between November 4, 2025 and March 25, 2026, reported AUM increased 8.5%, from $721.7M to $783.2M.
Across 5 reported observations, AUM increased 34.2% between November 8, 2022 and March 25, 2026, from $583.7M to $783.2M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 539 clients, or 269.5 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 1 reported office location and 18 years in operation. The source data was last updated on March 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full Harfst AND Associates, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ROBBY DEAN HARFST
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #2319056
- Ownership
- 75% or more
DANETTE JOSEPHINE HARFST
CHIEF OPERATING OFFICER, Financial Advisor, General Partner
- CRD
- #6026186
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Michelle M Stallsworth
Relationship Manager
- CRD
- #7212388
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $783,168,606 | $509,212 |
| Non-Discretionary | $37,397 | $37,397 |
| Total | $783,206,003 | $508,906 |
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Separately Managed Accounts
SMA allocation detail is available
Harfst AND Associates, Inc. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Harfst AND Associates, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.