Harvest Oak Capital

Harvest Oak Capital (CRD# 150073) is a financial advisory firm headquartered in Atlanta, GA. They manage $12,030,393 in 16 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
Po Box 79056, Atlanta, GA 30357
http://www.harvestoakcap.com
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $751,900
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

FL, GA

Financial Advisors at Harvest Oak Capital
Showing 1 - 2 of 2 top financial advisors.
1
Cara Stevens, financial advisor Atlanta GA
Cara G. Stevens
CRD#: 4279892
Atlanta, GA
93
Wealthminder
score

Cara Stevens (CRD# 4279892) is an Investment Advisor Representative working at Harvest Oak Capital in Atlanta, GA and has over 16 years of experience in the finance industry.

2
Michael Conrad, financial advisor Atlanta GA
Michael V. Conrad
CRD#: 820186
Atlanta, GA
63
Wealthminder
score

Michael Conrad (CRD# 820186) is an Investment Advisor Representative working at Harvest Oak Capital in Atlanta, GA and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

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