Harvest Capital Management Inc.

Harvest Capital Management Inc. (CRD# 106613) is a financial advisory firm headquartered in Concord, NH. They manage $455,297,431 in 626 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    455
    MILLION
  • Total Number of Accounts
    626
    ACCOUNTS
  • Average Account Value
    $727,312
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, MD, ME, NH, NY, TX

Financial Advisors at Harvest Capital Management Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Jebalakshi A. Arnold
CRD#: 4920455
114 N Main St Ste 301, Concord, NH 03301
96
Wealthminder
score

Jebalakshi Arnold (CRD# 4920455) is an Investment Advisor Representative working at Harvest Capital Management Inc. in Concord, NH and has over 11 years of experience in the finance industry. Jebalakshi Arnold has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Brian J. Presti
CRD#: 2977901
114 N Main St Ste 301, Concord, NH 03301
96
Wealthminder
score

Brian Presti (CRD# 2977901) is an Investment Advisor Representative working at Harvest Capital Management Inc. in Concord, NH and has over 18 years of experience in the finance industry.

3
Diane Chadwick
CRD#: 4710503
114 No. Main Street Ste 301, Concord, NH 03301
93
Wealthminder
score

Diane Chadwick (CRD# 4710503) is an Investment Advisor Representative working at Harvest Capital Management Inc. in Concord, NH and has over 13 years of experience in the finance industry.

4
John F. Weeks
CRD#: 4510711
114 N Main St Ste 301, Concord, NH 03301
93
Wealthminder
score

John Weeks (CRD# 4510711) is an Investment Advisor Representative working at Harvest Capital Management Inc. in Concord, NH and has over 12 years of experience in the finance industry.

5
James A. Fitts
CRD#: 2870217
114 N Main St Ste 301, Concord, NH 03301
90
Wealthminder
score

James Fitts (CRD# 2870217) is an Investment Advisor Representative working at Harvest Capital Management Inc. in Concord, NH and has 1 year of experience in the finance industry. James Fitts has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Marshall G. Rowe
CRD#: 1026427
114 No. Main Street, Concord, NH 03301
83
Wealthminder
score

Marshall Rowe (CRD# 1026427) is an Investment Advisor Representative working at Harvest Capital Management Inc. in Concord, NH and has over 23 years of experience in the finance industry.

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