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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Nationwide
- Clients
- Retail
- Platforms
- Ember
- Established Date
- 04-30-2009
- Office Locations
- 1
Office Locations
About Harvest Financial Group, LLC
Harvest Financial is an independent, fiduciary wealth management firm serving retail investors and business owners with financial planning and portfolio management. Its investment methodology emphasizes downside protection and risk-managed asset allocation across public funds and fixed income. The firm highlights unbiased advice with no commissions or hidden fees for recommending or moving investments, and custodies client assets at Charles Schwab and Fidelity/NFS.
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Owner & Executives
KYLE THOMAS MILLS
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #2947517
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $76,191,280 | $95,035 |
| Non-Discretionary | $2,474,116 | $63,070 |
| Total | $78,665,396 | $94,673 |
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Separately Managed Accounts
Total SMA Asset: $78,665,396
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $832,240,361 | 19.9% |
| Equity - Exchange | $794,601,350 | 19.0% |
| Cash | $380,572,225 | 9.1% |
| U.S. Government/Agency | $945,157,395 | 22.6% |
| Corporate - Investment Grade | $727,687,552 | 17.4% |
| Private Funds | $501,853,483 | 12.0% |
| Total | $4,182,112,366 | 100.0% |