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).
Total Assets Under Management18MILLION
Total Number of Accounts18ACCOUNTS
Average Account Value$1,016,667
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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.
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.