Harvest Oak Capital
Harvest Oak Capital (CRD# 150073) is a financial advisory firm headquartered in Atlanta, GA. They manage $18,300,000 in 18 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management18MILLION
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Total Number of Accounts18ACCOUNTS
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Average Account Value$1,016,667
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

Registered Investment Advisor
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
1
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 (CRD# 820186) is an Investment Advisor Representative working at Harvest Oak Capital in Jacksonville, FL and has over 24 years of experience in the finance industry.
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