Harvest Investment Advisors, LLC
SEC RegisteredAbout the firm
Harvest Investment Advisors, LLC is a registered investment advisor (RIA) based in Tallahassee, Florida, founded in spring 2004 by David Roberts after he left his position as a mutual fund manager at Northern Trust. The firm was established to apply institutional investment management experience for the exclusive benefit of private clients, with separately managed accounts tailored to each individual's needs.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Separately managed accounts investing across a wide array of asset classes and investment styles, including active and passive approaches; actively managed equity portfolios focused on financially strong, undervalued stocks with above-average dividend yields; bond purchases restricted to the highest investment-grade quality with relatively short maturities; management fees based solely on a percentage of assets under management.
Who they serve
Private clients seeking individually managed accounts with institutional-level investment expertise.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 79 | $26M |
| High Net Worth Individuals | 43 | $173M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 3 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Equity: Up to $1,000,000 | 1.00% |
| Equity: Amounts over $1,000,000 | 0.90% |
| Equity: Amounts over $2,500,000 | 0.85% |
| Equity: Amounts over $5,000,000 | 0.80% |
| Fixed Income: All amounts | 0.50% |
| ETFs: All amounts | 0.35% |
Data as of March 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Harvest Investment Advisors, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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