James Hedges
Harvest Capital Assets · Sanborn, New York
James Hedges is a fee-only financial advisor at Harvest Capital Assets in Sanborn, New York. James focuses on retirement planning and small business owners. Harvest Capital Assets reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Harvest Capital Assets |
|---|---|
| Based in | Sanborn, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $72M across 305 accounts |
| SEC registration | Investment adviser representative in NY, SC · CRD 5335632 |
| Exams passed | Series 66 (2007) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.harvestcapitalassets.com |
How James's firm compares
- Harvest Capital Assets's average account is about $236,000, from its Form ADV (assets managed divided by 305 accounts).
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Questions about James
Is James Hedges a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Harvest Capital Assets reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, Harvest Capital Assets, reports charging a percentage of assets on its SEC Form ADV.
Where is James Hedges based?
James Hedges is based in Sanborn, New York.
What does James specialize in?
James's specialties include retirement planning and small business owners. James works with pre-retirees and retirees.
Is James Hedges registered with the SEC?
Yes. James Hedges is registered as an investment adviser representative in NY and SC (CRD 5335632), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Harvest Capital Assets manage?
Harvest Capital Assets reports $72M across 305 accounts in assets under management.
How do I contact James Hedges?
Through James's website, www.harvestcapitalassets.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Harvest Capital Assets website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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