Asset ManagerRIA · CRD 338019SEC-Registered

Updated:

HARVEST

HARVEST - FAITH-BASED INVESTING is an SEC-registered investment adviser in Lynchburg, VA, registered since 2025. The firm employs two employees and one...

HARVEST

HARVEST - FAITH-BASED INVESTING is an SEC-registered investment adviser in Lynchburg, VA, registered since 2025. The firm employs two employees and one investment adviser. It is based in Lynchburg, VA.

General information

Firm type

Asset Manager

Frequently asked questions

What does HARVEST mean by 'faith-based investing'?

HARVEST applies religious principles to investment decisions, likely excluding sectors like alcohol, gambling, and usury-based lending while favoring businesses that align with a specific faith tradition. This can include negative screens, positive tilts, or shareholder advocacy, though the firm's exact criteria are not publicly detailed.

Is HARVEST a family office or an asset manager?

Public sources do not clarify HARVEST's precise legal structure. The firm presents itself as an investment entity, but its classification—whether single-family office, multi-family office, or registered investment adviser—is not disclosed. Investors seeking to engage should verify its regulatory status.

Who makes investment decisions at HARVEST?

Named investment professionals are not publicly listed for HARVEST. Without disclosed principals, the decision-making hierarchy, including any CIO or investment committee, remains unknown. Potential allocators should request leadership details directly.

What types of assets does HARVEST typically invest in?

Public information does not specify HARVEST's asset-class preferences. Faith-based managers commonly allocate across public equities, private equity, real estate, and fixed income, applying screens to each. No specific portfolio companies or funds have been identified.

Does HARVEST manage capital for external investors or only for its own balance sheet?

HARVEST's investor base is not publicly confirmed. Faith-based investment firms often accept capital from religious institutions, endowments, or like-minded individuals, but this firm's client profile is unclear without disclosed AUM or fund documentation.

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