HARVEST OAK CAPITAL, LLC
CRD #150073 SEC #801-70099 ATLANTA, GA 404-671-3586
SEC Registered Disclosures
Total AUM
$37.1M
Discretionary
$37.1M
Employees
1
Clients
--
Accounts
44
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Georgia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 24, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CONRAD, MICHAEL, VAN | I | MEMBER | E | Control |
| CONRAD, MICHAEL, VAN | I | MEMBER | E | Control |
| CONRAD, MICHAEL, VAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CONRAD, MICHAEL, VAN | I | MEMBER | E | Control |
| CONRAD, MICHAEL, VAN | I | MEMBER | E | Control |
| CONRAD, MICHAEL, VAN | I | MEMBER | E | Control |
| STEVENS, CARA, GASSES | I | CHIEF COMPLIANCE OFFICER | B | Control |
| STEVENS, CARA, GASSES | I | CHIEF COMPLIANCE OFFICER | B | Control |
| STEVENS, CARA, GASSES | I | CHIEF COMPLIANCE OFFICER | B | Control |
| STEVENS, CARA, GASSES | I | CHIEF COMPLIANCE OFFICER | B | Control |
| STEVENS, CARA, GASSES | I | CHIEF COMPLIANCE OFFICER | B | Control |
Registrations
Federal
IA
Feb 24, 2012 REGISTERED
Notice Filings (2)
FL GA
Address
1230 PEACHTREE STREET, N.E.SUITE 2445
ATLANTA, GA 30309
United States
Phone: 404-671-3586