HARFST AND ASSOCIATES, INC.
CRD #145090 SEC #801-71661 SHERIDAN, WY 307-218-5667
SEC Registered
Total AUM
$721.7M
Discretionary
$721.7M
Employees
7
Clients
251
Accounts
1,531
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $721.7M | $721.7M | $27.7K | 7 | 7 |
| Jul 2025 | $721.7M | $721.7M | $27.7K | 7 | 7 |
| Mar 2025 | $721.7M | $721.7M | $27.7K | 7 | 7 |
| Feb 2025 | $629.5M | $629.5M | $31.5K | 3 | 0 |
| May 2024 | $629.5M | $629.5M | $31.5K | 3 | 0 |
| Apr 2024 | $629.5M | $629.5M | $31.5K | 3 | 0 |
| Mar 2024 | $672.5M | $629.5M | $43M | 3 | 0 |
| Sep 2023 | $547.4M | $546.5M | $945.4K | 10 | 7 |
| Sep 2023 | $547.4M | $546.5M | $945.4K | 10 | 7 |
| Apr 2023 | $547.4M | $546.5M | $945.4K | 10 | 7 |
| Mar 2023 | $581.7M | $546.5M | $35.2M | 10 | 7 |
| Mar 2023 | $581.7M | $546.5M | $35.2M | 10 | 7 |
| Nov 2022 | $583.7M | $582.7M | $1M | 9 | 5 |
| Apr 2022 | $583.7M | $582.7M | $1M | 9 | 5 |
| Mar 2022 | $583.7M | $582.7M | $1M | 9 | 5 |
| Feb 2022 | $583.7M | $582.7M | $1M | 9 | 5 |
| Mar 2021 | $532.2M | $496.6M | $35.6M | 8 | 0 |
| Jun 2020 | $433.4M | $403.5M | $29.9M | 7 | 0 |
| Mar 2020 | $433.4M | $403.5M | $29.9M | 7 | 0 |
| Jun 2019 | $414.6M | $383.3M | $31.3M | 8 | 0 |
| Apr 2019 | $414.6M | $383.3M | $31.3M | 8 | 0 |
| Mar 2019 | $414.6M | $383.3M | $31.3M | 8 | 0 |
| Mar 2018 | $414.1M | $382.5M | $31.5M | 8 | 0 |
| Oct 2017 | $368.6M | $339.4M | $29.2M | 6 | 0 |
| Mar 2017 | $368.6M | $339.4M | $29.2M | 6 | 383 |
| Feb 2017 | $302.4M | $276.7M | $25.7M | 6 | 389 |
| May 2016 | $302.4M | $276.7M | $25.7M | 6 | 389 |
| Mar 2016 | $302.4M | $276.7M | $25.7M | 6 | 389 |
| Aug 2015 | $327.6M | $299.4M | $28.2M | 6 | 382 |
| Mar 2015 | $327.6M | $299.4M | $28.2M | 6 | 382 |
| Mar 2015 | $327.6M | $299.4M | $28.2M | 6 | 382 |
| Mar 2015 | $327.6M | $299.4M | $28.2M | 6 | 382 |
| Oct 2014 | $306.6M | $306M | $671.7K | 5 | 381 |
| Mar 2014 | $306.6M | $306M | $671.7K | 5 | 381 |
| Sep 2013 | $283.9M | $258M | $25.9M | 2 | 381 |
| May 2013 | $283.9M | $258M | $25.9M | 2 | 381 |
| Apr 2013 | $283.9M | $258M | $25.9M | 2 | 381 |
| Feb 2013 | $283.9M | $258M | $25.9M | 2 | 381 |
| Mar 2012 | $211.7M | $191.5M | $20.2M | 1 | 377 |
| Nov 2011 | $188.6M | $168.9M | $19.8M | 1 | 251 |
| Mar 2011 | $188.6M | $168.9M | $19.8M | 5 | -- |
| Sep 2010 | $180M | $160M | $20M | 5 | -- |
| Jul 2010 | $180M | $160M | $20M | 5 | -- |
| Jul 2010 | $180M | $160M | $20M | 5 | -- |
DateNov 2025
Total AUM$721.7M
Discretionary$721.7M
Non-Disc.$27.7K
Employees7
Clients7
DateJul 2025
Total AUM$721.7M
Discretionary$721.7M
Non-Disc.$27.7K
Employees7
Clients7
DateMar 2025
Total AUM$721.7M
Discretionary$721.7M
Non-Disc.$27.7K
Employees7
Clients7
DateFeb 2025
Total AUM$629.5M
Discretionary$629.5M
Non-Disc.$31.5K
Employees3
Clients0
DateMay 2024
Total AUM$629.5M
Discretionary$629.5M
Non-Disc.$31.5K
Employees3
Clients0
DateApr 2024
Total AUM$629.5M
Discretionary$629.5M
Non-Disc.$31.5K
Employees3
Clients0
DateMar 2024
Total AUM$672.5M
Discretionary$629.5M
Non-Disc.$43M
Employees3
Clients0
DateSep 2023
Total AUM$547.4M
Discretionary$546.5M
Non-Disc.$945.4K
Employees10
Clients7
DateSep 2023
Total AUM$547.4M
Discretionary$546.5M
Non-Disc.$945.4K
Employees10
Clients7
DateApr 2023
Total AUM$547.4M
Discretionary$546.5M
Non-Disc.$945.4K
Employees10
Clients7
DateMar 2023
Total AUM$581.7M
Discretionary$546.5M
Non-Disc.$35.2M
Employees10
Clients7
DateMar 2023
Total AUM$581.7M
Discretionary$546.5M
Non-Disc.$35.2M
Employees10
Clients7
DateNov 2022
Total AUM$583.7M
Discretionary$582.7M
Non-Disc.$1M
Employees9
Clients5
DateApr 2022
Total AUM$583.7M
Discretionary$582.7M
Non-Disc.$1M
Employees9
Clients5
DateMar 2022
Total AUM$583.7M
Discretionary$582.7M
Non-Disc.$1M
Employees9
Clients5
DateFeb 2022
Total AUM$583.7M
Discretionary$582.7M
Non-Disc.$1M
Employees9
Clients5
DateMar 2021
Total AUM$532.2M
Discretionary$496.6M
Non-Disc.$35.6M
Employees8
Clients0
DateJun 2020
Total AUM$433.4M
Discretionary$403.5M
Non-Disc.$29.9M
Employees7
Clients0
DateMar 2020
Total AUM$433.4M
Discretionary$403.5M
Non-Disc.$29.9M
Employees7
Clients0
DateJun 2019
Total AUM$414.6M
Discretionary$383.3M
Non-Disc.$31.3M
Employees8
Clients0
DateApr 2019
Total AUM$414.6M
Discretionary$383.3M
Non-Disc.$31.3M
Employees8
Clients0
DateMar 2019
Total AUM$414.6M
Discretionary$383.3M
Non-Disc.$31.3M
Employees8
Clients0
DateMar 2018
Total AUM$414.1M
Discretionary$382.5M
Non-Disc.$31.5M
Employees8
Clients0
DateOct 2017
Total AUM$368.6M
Discretionary$339.4M
Non-Disc.$29.2M
Employees6
Clients0
DateMar 2017
Total AUM$368.6M
Discretionary$339.4M
Non-Disc.$29.2M
Employees6
Clients383
DateFeb 2017
Total AUM$302.4M
Discretionary$276.7M
Non-Disc.$25.7M
Employees6
Clients389
DateMay 2016
Total AUM$302.4M
Discretionary$276.7M
Non-Disc.$25.7M
Employees6
Clients389
DateMar 2016
Total AUM$302.4M
Discretionary$276.7M
Non-Disc.$25.7M
Employees6
Clients389
DateAug 2015
Total AUM$327.6M
Discretionary$299.4M
Non-Disc.$28.2M
Employees6
Clients382
DateMar 2015
Total AUM$327.6M
Discretionary$299.4M
Non-Disc.$28.2M
Employees6
Clients382
DateMar 2015
Total AUM$327.6M
Discretionary$299.4M
Non-Disc.$28.2M
Employees6
Clients382
DateMar 2015
Total AUM$327.6M
Discretionary$299.4M
Non-Disc.$28.2M
Employees6
Clients382
DateOct 2014
Total AUM$306.6M
Discretionary$306M
Non-Disc.$671.7K
Employees5
Clients381
DateMar 2014
Total AUM$306.6M
Discretionary$306M
Non-Disc.$671.7K
Employees5
Clients381
DateSep 2013
Total AUM$283.9M
Discretionary$258M
Non-Disc.$25.9M
Employees2
Clients381
DateMay 2013
Total AUM$283.9M
Discretionary$258M
Non-Disc.$25.9M
Employees2
Clients381
DateApr 2013
Total AUM$283.9M
Discretionary$258M
Non-Disc.$25.9M
Employees2
Clients381
DateFeb 2013
Total AUM$283.9M
Discretionary$258M
Non-Disc.$25.9M
Employees2
Clients381
DateMar 2012
Total AUM$211.7M
Discretionary$191.5M
Non-Disc.$20.2M
Employees1
Clients377
DateNov 2011
Total AUM$188.6M
Discretionary$168.9M
Non-Disc.$19.8M
Employees1
Clients251
DateMar 2011
Total AUM$188.6M
Discretionary$168.9M
Non-Disc.$19.8M
Employees5
Clients--
DateSep 2010
Total AUM$180M
Discretionary$160M
Non-Disc.$20M
Employees5
Clients--
DateJul 2010
Total AUM$180M
Discretionary$160M
Non-Disc.$20M
Employees5
Clients--
DateJul 2010
Total AUM$180M
Discretionary$160M
Non-Disc.$20M
Employees5
Clients--