| Name | Title | Ownership | Since |
|---|---|---|---|
| David Alan Witter Control | Managing Member & Chief Compliance Officer | 25-50% | 2005 |
| Kellen Hindry Williams | Member | Under 5% | 2023 |
| Nancy Kathryn Witter Control | Managing Member | 25-50% | 2011 |
Financial Harvest, LLC reports $451 million in regulatory assets under management on its Form ADV.
Financial Harvest, LLC reports 8 employees.
Financial Harvest, LLC is based in Winter Park, FL and has been SEC-registered since 2018.
Financial Harvest, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1091 West Morse Boulevard, Suite 200, Winter Park, FL 32789 |
| Phone | 407-937-0707 |
| Fax | 407-937-0706 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $450.9M |
| Non-discretionary | $108K |
| Total (RAUM) | $451M |