John Foley
Harvest Capital Management · Quincy, Massachusetts
John Foley is a fee-only financial advisor at Harvest Capital Management in Quincy, Massachusetts. Harvest Capital Management reports charging a percentage of assets on its Form ADV.
Request an introduction to John →
Facts
| Firm | Harvest Capital Management |
|---|---|
| Based in | Quincy, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $20.4M across 50 accounts |
| SEC registration | Investment adviser representative in MA · CRD 1882497 |
| Exams passed | Series 63 (1988) · Series 65 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How John's firm compares
- Harvest Capital Management's average account is about $409,000, from its Form ADV (assets managed divided by 50 accounts).
Request an introduction to John
Tell John a little about what you're looking for. John isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about John
Is John Foley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Harvest Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, Harvest Capital Management, reports charging a percentage of assets on its SEC Form ADV.
Where is John Foley based?
John Foley is based in Quincy, Massachusetts.
Is John Foley registered with the SEC?
Yes. John Foley is registered as an investment adviser representative in MA (CRD 1882497), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Harvest Capital Management manage?
Harvest Capital Management reports $20.4M across 50 accounts in assets under management.
How do I contact John Foley?
Contact details aren't on file yet. Search for Harvest Capital Management.
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
- 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.
See something wrong? Request a correction. Read our methodology.