CRD: 136693
Harvest Investment Advisors, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-18-2004
- Office Locations
- 1
Office Locations
About Harvest Investment Advisors, LLC
Harvest Investment Advisors is a Tallahassee, Florida–based RIA providing private wealth management through separately managed portfolios tailored to individual needs. The firm invests across asset classes using both active and passive approaches, with an equity discipline focused on financially strong, below-intrinsic-value stocks with above-average dividends (generally 2.2%+), and a risk-managed fixed income sleeve limited to high-end investment grade and shorter maturities. Founded in 2004 by CFA M. David Roberts, formerly a Northern Trust mutual fund manager.
Team overview
Insights
Asset Classes
Custodian
Investment Vehicles
Services
Owner & Executives
MILLARD DAVID ROBERTS
Chief Compliance Officer, PRINCIPAL
- CRD
- #4554816
- Ownership
- 75% or more
KRISTIN SCHRIEBER ROBERTS
--
- CRD
- --
- Ownership
- 5% but less than 10%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $198,184,800 | $734,018 |
| Non-Discretionary | $2,100,600 | $210,060 |
| Total | $200,285,400 | $715,305 |
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Separately Managed Accounts
Total SMA Asset: $200,285,400
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,693,179,384 | 22.3% |
| Public Funds | $1,313,542,751 | 17.3% |
| Cash | $1,230,022,692 | 16.2% |
| Corporate - Investment Grade | $857,978,791 | 11.3% |
| Municipal Bonds | $1,389,470,078 | 18.3% |
| U.S. Government/Agency | $1,108,538,969 | 14.6% |
| Total | $7,592,732,665 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OPTIMA VERTEX | OAK LEGACY | WRUFBD01K | XTUT | 12.16% | $91,716,405 |
| FOCUS ELEMENT | CREST GLACIER | U2GNA2HGT | DYFCA | 10.37% | $44,574,558 |
| HARBOR GLACIER FOCUS | MOMENTUM LEGACY | PFUUUSMWW | MBNS | 6.79% | $53,241,692 |
| MOMENTUM OPTIMA | GLACIER TIMBER | G11ARX1SI | UQXL | 6.27% | $35,251,139 |
| MERIDIAN MERIDIAN | LEGACY BEACON | AQFLP7MHP | BSQ | 3.36% | $40,734,042 |
| ZENITH ZENITH DELTA | LEGACY WAVE | GOD0O489L | HYLP | 0.69% | $98,160,035 |
| RADIAL PEAK | VERTEX HORIZON | GNQF6H76E | XBX | 8.32% | $14,269,365 |
| EAGLE ATLAS | GLACIER VITAL | 2QMJJVF0X | GCNM | 12.39% | $3,056,642 |