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.
Reported data analysis
What the numbers show
Between March 11, 2025 and March 16, 2026, reported AUM increased 23.2%, from $162.5M to $200.3M.
Across 5 reported observations, AUM increased 35.2% between March 19, 2022 and March 16, 2026, from $148.2M to $200.3M.
Of the latest reported AUM, 99.0% is discretionary and 1.0% is non-discretionary.
The firm reports 1 advisory representatives and 125 clients, or 125 clients per representative. That equates to $1.6M in reported AUM per client.
The profile lists 1 reported office location and 22 years in operation. The source data was last updated on March 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Vehicles
- Services
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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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| 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
SMA allocation detail is available
Harvest Investment Advisors, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Harvest Investment Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.