$33.1M Total AUM
$33.1M Disc. AUM
-- 3Y CAGR
3 Employees
108 ADV. Clients
26 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- WaveFrontier +more
- Established Date
- 12-22-1999
- Office Locations
- 1
Office Locations
4942 Higbee AVE NW Suite A Canton OH
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.
Team overview
54 AVG AGE
$11.0M AVG AUM / ADVISOR
$306.3K AVG AUM / CLIENT
11.1 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
Optima harbor Crest Summit
Custodian
Optima Radial timber Vector Radial Fusion Capital Frontier matrix
Investment Themes
Crest North
Investment Vehicles
Insight
Services
Signal Momentum Legacy Radial Radial Fusion vertex Timber Pioneer foundation Capital ember
Technology
Vital Radial vital Vital
Owner & Executives
T
THOMAS HOUSTON
Associate, Chief Compliance Officer
- CRD
- #7143960
- Ownership
- 25% but less than 50%
(937) 867-9321
element.beacon@optimacapital.com
in linkedin.com/in/focus-optima
Showing 1 of 1 owners & executives
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M
Michael W Beels
Advisor
- CRD
- #6737384
(683) 509-3005
focus.summit@capitalcapital.com
in linkedin.com/in/fusion-legacy
S
STEVEN DALE CLIFFORD
Advisor
- CRD
- #2837165
(390) 400-6360
bridge.glacier@signalcapital.com
in linkedin.com/in/atlas-capital
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: $33,077,121
Equity - Exchange:
30.7% Cash:
69.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,820,033,701 | 30.7% |
| Cash | $4,108,414,837 | 69.3% |
| Total | $5,928,448,538 | 100.0% |