HARVEST FINANCIAL ADVISORS, LLC

8840 Cincinnati-Dayton Road
West Chester, Ohio 45069
Tel: 513-779-3030

About HARVEST FINANCIAL ADVISORS, LLC

HARVEST FINANCIAL ADVISORS, LLC, formally registered with the SEC as HARVEST FINANCIAL ADVISORS, LLC. The firm was established in 11/16/2007. They have over 1 offices throughout the country.

HARVEST FINANCIAL ADVISORS, LLC is a West Chester, Ohio based Financial Planning firm with nearly $468,510,940 assets under management, offering retirement planning & investment advisory services to 1157 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	145552
SEC#	801-68507
Assets Managed by Firm	$468,510,940
No. of Clients	1157
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1157	$468,510,940
Individuals (other than high net worth individuals)	363	$338,720,109
High net worth individuals	17	$129,790,831

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Firm Name	Assets Under Management	Total Clients	Total Advisors
U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
GARDA CAPITAL PARTNERS 305 Lake Street East Wayzata, MN, 55391	$137,829,756,000	3	200
THRIVENT FINANCIAL FOR LUTHERANS 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211	$121,600,874,152	69	4167
GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102
RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. 250 Nicollet Mall, Suite 1550 Minneapolis, MN, 55401-7585	$76,497,109,888	227	193

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