H
$3.2M Total AUM
$3.0M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-16-2022
- Office Locations
- 1
Office Locations
-- Cincinnati OH
About Harvest Money | Invest Your Faith
Harvest Money | Invest Your Faith is a Cincinnati, OH RIA serving retail clients, including business owners, with financial planning and investment management alongside tax, estate, and insurance planning. The firm emphasizes active asset allocation using public funds, ETFs and mutual funds, and supports annuities and themes such as real estate and cryptocurrency. Custodied via Altruist.
Team overview
63 AVG AGE
$3.2M AVG AUM / ADVISOR
$649.6K AVG AUM / CLIENT
3.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Timber Matrix
Client Personas
Horizon prime
Investment Themes
Legacy Catalyst summit Signal Glacier
Investment Vehicles
Unison
Services
Signal Element Vital oak Alpha atlas Legacy Ridge
Owner & Executives
STEVEN ROBERT FRENCH
Chief Compliance Officer
- CRD
- #1350269
- Ownership
- 75% or more
(966) 257-3109
summit.peak@radialcapital.com
in linkedin.com/in/zenith-meridian
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,956,132 | -- |
| Non-Discretionary | $292,061 | -- |
| Total | $3,248,193 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,248,193
Public Funds:
15.8% Equity - Exchange:
55.9% Cash:
28.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $169,626,802 | 15.8% |
| Equity - Exchange | $600,135,331 | 55.9% |
| Cash | $303,825,222 | 28.3% |
| Total | $1,073,587,355 | 100.0% |