Harvest Capital Management Inc.

Harvest Capital Management Inc. (CRD# 106613) is a financial advisory firm headquartered in Concord, NH. They manage $531,839,268 in 656 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    532
    MILLION
  • Total Number of Accounts
    656
    ACCOUNTS
  • Average Account Value
    $810,731
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, ME, NH, NY, TX

Financial Advisors at Harvest Capital Management Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Jebalakshi A. Arnold
CRD#: 4920455
11 South Main Street, Suite 501, 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 13 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
11 South Main Street, Suite 501, 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 20 years of experience in the finance industry.

3
Diane Chadwick
CRD#: 4710503
11 South Main Street, Suite 501, 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 14 years of experience in the finance industry.

4
John F. Weeks
CRD#: 4510711
11 South Main Street, Suite 501, 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 14 years of experience in the finance industry.

5
James A. Fitts
CRD#: 2870217
11 South Main Street, Suite 501, 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
Jeffrey C. Gendron
CRD#: 6350182
11 South Main Street, Suite 501, Concord, NH 03301
88
Wealthminder
score

Jeffrey Gendron (CRD# 6350182) is an Investment Advisor Representative working at Harvest Capital Management Inc. in Concord, NH and has 1 year of experience in the finance industry.

7
Marshall G. Rowe
CRD#: 1026427
11 South Main Street, Suite 501, 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 24 years of experience in the finance industry.

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