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Asset manager · Lynchburg, VA

Harvest - Faith-Based Investing

Harvest APP LLC · SEC-registered investment adviser · CRD 338019 · SEC 801-134471

At a glance

Harvest - Faith-Based Investing is an SEC-registered investment adviser based in Lynchburg, Virginia, with $0 in regulatory assets under management as of its Form ADV filed June 16, 2026. By Form ADV it is a asset manager, ranked 2,820th of 3,218 asset managers and 16,805th of 17,210 SEC-registered advisers by assets.

Main office 872-242-4689harvest-app.coLinkedInAs filed on Form ADV

Regulatory AUM
$0M
Rank among asset managers
#2,820 of 3,218
Rank among all SEC RIAs
#16,805 of 17,210
Rank in Virginia
#296 of 300
Clients
0
Accounts
0
Discretionary
0% of AUM
Employees
2
Advisory staff
1
Offices
3

Owners and executives on its Form ADV

Custody and brokerage

Custodian

Harvest - Faith-Based Investing’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.

Broker-dealer

No broker-dealer ties

Other RIAs with no broker-dealer ties

Disciplinary disclosures

Harvest - Faith-Based Investing reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Portfolio management for individuals and small businesses
  • Selecting other advisers

How it’s paid

  • A percentage of assets under management
  • Fixed fees
  • Other

AtlasMembers

The full record on Harvest - Faith-Based Investing

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, 1 years of filings
Locked
Growth over one, three and five years
Locked
Rank against 626 peers of its type and size
Locked
Owners and executives, with titles and stakes
2 namedLocked
Main office, fax and compliance officer
Locked
Filing changes this year, with alerts
1Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Harvest - Faith-Based Investing manage?

Harvest - Faith-Based Investing reports $0 in regulatory assets under management, on its Form ADV filed June 16, 2026.

What kind of firm is Harvest - Faith-Based Investing?

Harvest - Faith-Based Investing is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.

Does Harvest - Faith-Based Investing have any disciplinary history?

Harvest - Faith-Based Investing reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.

Where these numbers come from

Every figure is Harvest - Faith-Based Investing’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-16), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →