Wealth Manager
    SEC Registered
    Manages Private Funds

    Harfst and Associates, Inc.

    Registered investment advisor · Sheridan, Wyoming · CRD #145090

    Assets Under Management
    $783M
    Client Accounts
    1,539
    Employees
    8
    CRD Number
    145090
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Raymond James & Associates, Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Harfst and Associates, Inc.

    Harfst and Associates, Inc. is a registered investment advisory firm established in 2007, specializing in fee-based advisory services. The firm is headquartered in Sheridan, Wyoming. It is owned by Robby D. Harfst and Danette J. Harfst.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Harfst and Associates, Inc.

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    Frequently Asked Questions

    What is Harfst and Associates, Inc.'s AUM?

    Harfst and Associates, Inc. reports approximately $783M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Harfst and Associates, Inc. headquartered?

    Harfst and Associates, Inc. is headquartered in Sheridan, Wyoming.

    What is Harfst and Associates, Inc.'s CRD number?

    Harfst and Associates, Inc.'s CRD number is 145090. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Harfst and Associates, Inc. manage?

    Harfst and Associates, Inc. manages approximately 1,539 client accounts according to its latest SEC filing.

    Is Harfst and Associates, Inc. SEC registered?

    Yes, Harfst and Associates, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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