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HARVEST FINANCIAL ADVISORS, LLC

WEST CHESTER, OH · CRD 145552 · IAPD ↗ · harvestadvisors.com · 513-779-3030

$671.0MRegulatory AUM
5Advisory reps
9Employees
0Clients
1-10Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
August 2026 — HARVEST FINANCIAL ADVISORS, LLC changed its website from harvest-advisor.com to harvestadvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
47
August 2026 — HARVEST FINANCIAL ADVISORS, LLC notice-filed in CA, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
April 2025 — HARVEST FINANCIAL ADVISORS, LLC changed its website from harvestadviser.com to harvest-advisor.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
70
April 2025 — HARVEST FINANCIAL ADVISORS, LLC crossed $500M in regulatory AUM ($468.5M -> $582.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.