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- Custodian
- Charles Schwab & Company ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- Oak
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
Total SMA Asset: $783,206,003
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,766,181,925 | 20.9% |
| Public Funds | $1,005,625,115 | 11.9% |
| U.S. Government/Agency | $845,063,122 | 10.0% |
| Cash | $2,332,374,217 | 27.6% |
| Corporate - Investment Grade | $1,132,384,584 | 13.4% |
| Municipal Bonds | $1,369,002,259 | 16.2% |
| Total | $8,450,631,222 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| LEGACY RADIAL | PIONEER MERIDIAN | QIY8PSQVP | JVR | 1.80% | $4,643,258 |
| FOCUS EMBER LEGACY | QUANTUM EAGLE | DK2U3WTZT | MECLI | 3.32% | $40,176,467 |
| SUMMIT CREST | EMBER VALUE | N1X7Q42T6 | VHI | 4.44% | $77,347,253 |
| INSIGHT BRIDGE OPTIMA | VITAL BEACON | PMGPD01DK | CPWS | 8.19% | $81,129,010 |
| FOUNDATION FRONTIER | PATHWAY INSIGHT | X9U1ABOKW | JMVE | 6.14% | $78,203,630 |
| MOMENTUM VERTEX | VALUE DELTA | 121TPIQQD | RNS | 1.59% | $55,572,047 |
| EMBER PIONEER ALPHA | FOCUS NORTH | BKTSN2IJW | HKSYT | 3.11% | $87,666,144 |
| ATLAS HARBOR PIONEER | PIONEER DELTA | 54TDRQD93 | TYD | 9.31% | $28,212,753 |