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| Keyboard |
| Harvest Investment Consultants LLC
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|---|---|
| CRD # | 110258 |
| SEC # | 801-31445 |
| CIK # | |
| AUM | 549.0 M (2026-03-09) |
| Employees | 12 (42% Investors, 0% Brokers) |
| Phone | 410-561-9040 |
| Address | 4 North Park Drive Hunt Valley, MD 21030 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 768 | 187.8 |
| (b) Individuals (high net worth individuals) | 247 | 334.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.3 |
| (h) Charitable organizations | 14 | 23.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 1.9 |
| (n) Other | 7 | 0.0 |
| Total | 1,915 | 549.0 |
| By Discretionary | ||
| Discretionary | 1,915 | 549.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,915 | 549.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 549.0 | |
| Total | 1,915 | 549.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Clients | 7 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Amicus Financial Advisors LLC
✚
|
TX | 550.9 M |
|
Dedora Capital Inc
✚
|
CA | 550.7 M |
|
Miramar Capital LLC
✚
|
IL | 550.3 M |
|
Napier Financial LLC
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|
MA | 550.1 M |
|
Pinnacle Wealth Advisors LLC
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|
OR | 549.7 M |
|
Stiles Financial Services Incorporated
✚
|
MN | 548.7 M |
|
May Hill Capital LLC
✚
|
MA | 548.6 M |
|
Hamel Associates Inc
✚
|
PA | 548.3 M |
|
CRUX Wealth Advisors
✚
|
CA | 547.7 M |
|
Hutchens & Kramer Investment Management Group LLC
✚
|
IN | 546.8 M |