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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-22-1999
- Office Locations
- 1
Office Locations
About Harvest Advisors, LLC
Share The Harvest Partners is a Canton, Ohio-based, fee-only, fiduciary firm providing nationwide tax preparation, financial advising, and investment management for individuals, churches, and small businesses. Portfolios are implemented primarily with ETFs and can be custodied at Schwab. The practice is rooted in Christian values, including client encouragement and prayer support.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 108 clients, or 36 clients per representative. That equates to $306.3K in reported AUM per client.
The profile lists 1 reported office location and 26 years in operation. The source data was last updated on March 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
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The full Harvest Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
THOMAS HOUSTON
Associate, Chief Compliance Officer
- CRD
- #7143960
- Ownership
- 25% but less than 50%
Showing 1 of 1 owners & executives
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Michael W Beels
Advisor
- CRD
- #6737384
STEVEN DALE CLIFFORD
Advisor
- CRD
- #2837165
Showing 2 of 3 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,077,121 | -- |
| Non-Discretionary | $0 | -- |
| Total | $33,077,121 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Harvest Advisors, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.