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- Custodian
- Altruist ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Wave focusMatrix element +more
- Established Date
- 01-10-2019
- Office Locations
- 1
Office Locations
About Harvest Capital Management
MHB Advisory Services (Harvest Capital Management) is based in Parker County, Texas, serving family-oriented professionals, the self-employed, and small business owners. The firm provides ongoing asset management, financial planning, and small business consulting, including establishing and managing retirement plans such as 401(k)s and SEPs. Its long-term approach emphasizes diversified portfolios with heavy ETF use, with custody via platforms including Altruist and Fidelity/NFS.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MATTHEW HARRISON BEEBY
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #5034328
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,113,836 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,113,836 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,113,836
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,217,808,888 | 34.5% |
| Public Funds | $300,039,871 | 8.5% |
| Cash | $593,019,980 | 16.8% |
| Equity - OTC | $1,419,012,097 | 40.2% |
| Total | $3,529,880,836 | 100.0% |