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Harvest Financial Group, LLC

Harvest Financial Group, LLC. CRD 149503

Harvest Financial Group, LLC logo

CRD: 149503

Harvest Financial Group, LLC

Richmond, VA, 23233
8047884100
$78.7M Total AUM
$76.2M Disc. AUM
-- 3Y CAGR
1 Employees
275 ADV. Clients
17 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · Nationwide
Clients
Retail
Platforms
Ember
Established Date
04-30-2009
Office Locations
1

Office Locations

3900 Westerre Parkway Suite 300 Richmond VA

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.

Team overview

-- AVG AGE
$78.7M AVG AUM / ADVISOR
$286.1K AVG AUM / CLIENT
8.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age

Insights

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Asset Classes

Oak

Client Personas

Legacy

Custodian

Frontier Peak quantum Wave Fusion fusion Focus

Investment Themes

Atlas oak Value Insight north Delta

Investment Vehicles

Momentum

Services

Vital Vertex legacy Meridian Timber insight Eagle Value Harbor frontier Wave zenith Delta pioneer

Technology

Focus element

Owner & Executives

KYLE THOMAS MILLS

KYLE THOMAS MILLS

Chief Compliance Officer, Financial Advisor, General Partner, President

CRD
#2947517
Ownership
75% or more
(914) 584-9192
north.zenith@elementcapital.com
in linkedin.com/in/insight-delta

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-22-2015
12-19-2016
04-03-2017
12-21-2018
06-28-2019
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

$78.7M Total SMA
Public Funds:
19.9%
Equity - Exchange:
19.0%
Cash:
9.1%
U.S. Government/Agency:
22.6%
Corporate - Investment Grade:
17.4%
Private Funds:
12.0%
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%

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