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- Custodian
- Gemini Trust · Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-21-2020
- Office Locations
- 1
Office Locations
About Harvested Financial, LLC
Harvested Financial is an options-native RIA led by founder Mark Phillips (20+ years options trading) serving clients who want long-term portfolios complemented by options overlays and selective digital-asset exposure. The firm emphasizes institutional-quality execution and frequent engagement—biweekly equity/volatility calls, monthly performance and market updates, and regular 1:1 reviews. Also builds trader tools via TheTape analytics and custom strategy backtests; supports accounts at Interactive Brokers and Gemini.
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Investment Themes
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Owner & Executives
MARK ANDREW PHILLIPS
Chief Compliance Officer, Managing Member, Principal
- CRD
- #4994884
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,261,679 | $88,065 |
| Non-Discretionary | $0 | -- |
| Total | $4,261,679 | $88,065 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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