CRD: 159390
Harvest Investment Services, LLC
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- VectorOptima +more
- Established Date
- 02-03-2012
- Office Locations
- 15
Office Locations
About Harvest Investment Services, LLC
Harvest Investment Services is an Oakbrook Terrace, IL RIA providing comprehensive financial planning and investment management with an emphasis on biblically responsible investing. The firm offers BRI portfolio x-ray screening and tactically managed global model portfolios with downside risk controls. It also supports a nationwide network of representatives, and through sister company Envoy Financial provides retirement plans for churches, ministries, and nonprofits.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN K ALYO
Chief Compliance Officer, Chief Investment Officer, Director
- CRD
- #3228696
- Ownership
- 10% but less than 25%
TIMOTHY JOHN NEWELL
Advisor, Chief Executive Officer, Co-founder, Founder, Managing Partner, President
- CRD
- #1339021
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Andrew David Barlow
Financial Advisor, Managing Partner, Partner
- CRD
- #7555902
LUKE EDWARD BAUMGARTEN
Director
- CRD
- #6481176
Matrix legacy
Insight unison radial
- CRD
- #42148
Showing 2 of 30 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $758,399,399 | $221,301 |
| Non-Discretionary | $0 | -- |
| Total | $758,399,399 | $221,301 |
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Separately Managed Accounts
Total SMA Asset: $615,592,694
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,289,032,705 | 22.1% |
| Public Funds | $886,574,530 | 15.2% |
| Private Funds | $1,638,996,336 | 28.1% |
| U.S. Government/Agency | $2,018,123,603 | 34.6% |
| Total | $5,832,727,174 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SIGNAL ALPHA | PATHWAY BRIDGE | FKDHOTUXJ | JKSLI | 2.31% | $45,728,612 |
| WAVE MERIDIAN | QUANTUM MOMENTUM | AH41M5WES | WIX | 8.63% | $51,267,783 |
| OAK PIONEER | NORTH PIONEER | YB1GJVKBH | SKRZ | 6.28% | $4,271,397 |
| FRONTIER UNISON RADIAL | FRONTIER EAGLE | 7QQ7AQ2ON | UMQB | 2.51% | $96,062,197 |
| NORTH ELEMENT VALUE | PATHWAY MOMENTUM | 16ON7AIJR | IMSE | 11.15% | $118,705,846 |
| PRIME RADIAL FOUNDATION | FUSION TIMBER | U5UCOL1BG | JKX | 6.82% | $19,397,653 |
| ALPHA VERTEX | EAGLE INSIGHT | EQB6SK3Z2 | WFGU | 1.00% | $33,393,841 |
| RIDGE EMBER | ATLAS PEAK | SCSW6NENE | LGYL | 6.50% | $117,046,507 |