HARVEST FINANCIAL ADVISORS, LLC
CRD #145552 SEC #801-68507 WEST CHESTER, OH 513-779-3030
SEC Registered
Total AUM
$582.6M
Discretionary
$560M
Employees
9
Clients
10
Accounts
1,295
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 18, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HENN, MARC, ERLE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HENN, MARC, ERLE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HENN, MARC, ERLE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HENN, MARC, ERLE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HENN, MARC, ERLE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HENN, MARC, ERLE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HENN, MARC, ERLE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HENN, MARC, ERLE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HENN, MARC, ERLE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HENN, MARC, ERLE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HENN, MARC, ERLE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HENN, MARC, ERLE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HENN, MARC, ERLE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HENN, MARC, ERLE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HENN, MARC, ERLE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HENN, MARC, ERLE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HENN, MARC, ERLE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HENN, MARC, ERLE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HENN, MARC, ERLE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HENN, MARC, ERLE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HENN, MARC, ERLE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HENN, MARC, ERLE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HENN, MARC, ERLE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HENN, MARC, ERLE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HENN, MARC, ERLE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HENN, MARC, ERLE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HENN, MARC, ERLE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HENN, MARC, ERLE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HENN, MARC, ERLE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HENN, MARC, ERLE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HENN, MARC, ERLE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HENN, MARC, ERLE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HENN, MARC, ERLE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HENN, MARC, ERLE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HENN, MARC, ERLE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HENN, MARC, ERLE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HENN, MARC, ERLE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HENN, MARC, ERLE | I | CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| HENN, MARC, ERLE | I | CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| HENN, MARC, ERLE | I | CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| BURGDORF, PAUL, E. | I | SENIOR VICE PRESIDENT | C | Control |
| BURGDORF, PAUL, E. | I | SENIOR VICE PRESIDENT | C | Control |
| BURGDORF, PAUL, E. | I | SENIOR VICE PRESIDENT | C | Control |
| BURGDORF, PAUL, E. | I | SENIOR VICE PRESIDENT | C | Control |
| BURGDORF, PAUL, E. | I | SENIOR VICE PRESIDENT | C | Control |
| BURGDORF, PAUL, E. | I | SENIOR VICE PRESIDENT | C | Control |
| BURGDORF, PAUL, E. | I | SENIOR VICE PRESIDENT | C | Control |
| BURGDORF, PAUL, E. | I | CHIEF OPERATING OFFICER | C | Control |
| BURGDORF, PAUL, E. | I | CHIEF OPERATING OFFICER | C | Control |
| BURGDORF, PAUL, E. | I | CHIEF OPERATING OFFICER | C | Control |
Registrations
Federal
IA
Aug 18, 2025 REGISTERED
Notice Filings (9)
FL IN KY LA NE OH PA TX VA
Address
8840 CINCINNATI-DAYTON ROADWEST CHESTER, OH 45069
United States
Phone: 513-779-3030