Harvest Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$6,113,836
Clients
7
29% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
7
LowAverage account size
$873,405
About
Harvest Capital Management provides investment advisory and planning services to individuals, high‑net‑worth individuals, and pension and profit‑sharing plans. The firm offers ongoing portfolio management, financial planning and consulting, and employee benefit plan services (pension consulting).
The firm documents client objectives in an Investment Policy Statement and typically manages portfolios with a long‑term, modern‑portfolio‑theory informed approach using fundamental analysis, often with discretionary authority and regular monitoring. Advice is generally limited to mutual funds, fixed income, equities, ETFs (including precious‑metal sector ETFs), REITs, TIPS and other listed instruments, and the firm can incorporate held‑away accounts into its oversight using a third‑party platform.
Notably, Harvest provides pension consulting services that include written plan creation, selection and monitoring of money managers and plan service providers, participant education, and employee access to personal financial‑planning tools—services that are less common for firms of this size. The firm also directs clients to specific custodians and uses a third‑party held‑away platform to facilitate oversight of retirement plan and non‑custodied assets, which can affect how plan and personal account management are consolidated.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Annuities
Fee options
Financial planning fees start at $3,000; financial consulting fees start at $250 per month; Solo-401k or SEP plan setup fee $1,500 (waived if assets ≥ $250,000)
$0 - $1,000,000: 0.75% $1,000,001 - $2,500,000: 0.60% $2,500,001 - $5,000,000: 0.50% $5,000,001+: 0.40%
Account minimum: $250,000
Main office location
Harvest Capital Management
Aledo TX, United States
Number of offices
1
Most active in
Harvest Capital Management has reported serving >5 clients in these states in the last 12 months.
Louisiana · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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