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).

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 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 15 years of experience in the finance industry.

2
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 22 years of experience in the finance industry.

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