HARVEST INVESTMENT ADVISORS, LLC
TALLAHASSEE, FLORIDA

HARVEST INVESTMENT ADVISORS, LLC is a financial advisory firm established by David Roberts in Tallahassee, Florida, in April 2004. Its inception was driven by the ambition to leverage Roberts' extensive experience as a mutual fund manager and his background in managing large institutional accounts, with an aim to provide personalized investing strategies for private clients. Based out of Tallahassee in Leon County, Harvest Investment Advisors operates under the Florida company type FLAL with a filed number L04000029643. The firm is incorporated as of April 16, 2004, and it maintains its mailing address at 6537-B Heartland Circle, TALLAHASSEE, FL 32312. Contact can be made via phone numbers (850) 893-4414 or (850) 893-4412. The firm distinguishes itself through its commitment to personalized service, offering unique investment strategies tailored to each client’s individual needs. Clients benefit from competitive management fees based solely on assets under management and enjoy transparency in both performance reporting and fee structure. Prospective clients can access more detailed information via the firm's prospectus or obtaining a Form ADV. Harvest Investment Advisors is proud of its latest annual report issued on March 5, 2024, reflecting up-to-date financial insights for the year 2024. The company holds an FEI number of 550864026. Millard D Roberts serves as the Managing Officer, guiding the firm’s strategy and client engagements.