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Harvest Oak Capital, LLC (Atlanta)


Harvest Oak Capital, LLC is an adviser based in Atlanta. It manages $37.1 million of regulatory assets for 44 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Florida and Georgia.

Harvest Oak Capital provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Harvest Oak Capital: assets under management

The assets under management (AUM) of Harvest Oak Capital, LLC is $37.1 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $37.1 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $843.2 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Harvest Oak Capital, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Atlanta

The principal office where Harvest Oak Capital, LLC performs its advisory services is located at 1230 Peachtree Street, N.E., Atlanta, GA 30309, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 404-671-3586 or by fax 404-348-0189. The normal business hours are 9am - 5 pm on Monday - Friday.


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