Harvest - Faith-Based Investing
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Harvest delivers automated, discretionary investment management through a mobile and internet application aimed at technology‑savvy Christian investors seeking faith‑aligned portfolios. It also makes its platform available to other registered investment advisers via a subscription service, allowing advisers to use Harvest’s model selection and reporting tools for their clients.
The firm’s algorithm maps client risk profiles and faith preferences to third‑party‑managed ETF model portfolios that apply biblically responsible screens, impact‑oriented exposures, and proactive proxy‑voting practices. Harvest supports fractional‑share investing, continuous monitoring and automatic rebalancing, and retains discretion to select, terminate, or replace the third‑party managers that drive its models.
Harvest is uncommon among investment managers in operating as an internet adviser and in sponsoring a wrap‑fee program as the exclusive delivery vehicle for its services, while also offering a white‑label/subscription option for other advisers. The brochure notes $0 in assets under management as of December 31, 2025, a newly operational interactive website, reliance on a single integrated custodian, and a disclosed minority‑investor relationship with one third‑party manager that the firm monitors as a potential conflict of interest.
Client services
Portfolio management
Selection of other advisers
Expertise
ESG / Sustainable investing
Passive / index investing
Wealth management
Demographic focus
Religious/faith focused
Fee options
$0 - $24,999: Subscription fee of $10 per month ($99 per year if paid annually) $25,000+: 0.3% per year
$10 per month if assets under management are less than $25,000; $99 per year if paid annually; waived if assets are $25,000 or more
Main office location
Harvest - Faith-Based Investing
403 5 Th Street
Lynchburg VA 24504, United States
Number of offices
3
Most active in
Harvest - Faith-Based Investing has reported serving >5 clients in these states in the last 12 months.
Texas · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")