Harvest Capital Assets, LLC

$72MAssets under management
as of Mar 2026 · SEC Form ADV
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Tech stack

No one at Harvest Capital Assets, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Harvest Capital Assets, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Vanguard
Per Form ADV · $18M held · filed Oct 2024
LPL Financial
Per Form ADV · $0K held · filed Oct 2024