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HARVEST FUND ADVISORS LLC

WAYNE, PA · CRD 154425 · IAPD ↗ · 610-293-7800

$8.12BRegulatory AUM
8Advisory reps
14Employees
0Clients
n/aPlanning clients
6Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2025 — HARVEST FUND ADVISORS LLC reported RAUM up 29% ($6.28B -> $8.07B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
72
April 2025 — HARVEST FUND ADVISORS LLC grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
49
April 2024 — HARVEST FUND ADVISORS LLC notice-filed in FL, LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — HARVEST FUND ADVISORS LLC shrank from 9 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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