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| Happy Holidays!! thanks for using AUM13F!! |
| Harvest Investment Consultants LLC
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| CRD # | 110258 |
| SEC # | 801-31445 |
| CIK # | |
| AUM | $491.6 M (2025-02-24) |
| Employees | 12 (33% Investors, 0% Brokers) |
| Phone | 410-561-9040 |
| Address | 4 North Park Drive Hunt Valley, MD 21030 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 765 | 155.9 |
| (b) Individuals (high net worth individuals) | 260 | 307.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 3.6 |
| (h) Charitable organizations | 13 | 22.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 2.4 |
| (n) Other | 7 | 0.0 |
| Total | 1,046 | 491.6 |
| By Discretionary | ||
| Discretionary | 1,046 | 491.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,046 | 491.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 491.6 | |
| Total | 1,046 | 491.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Redwood Holdings LLC
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|
CA | 0.5 |
|
Private Wealth Management Group LLC
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|
NJ | 0.5 |
|
Monetary Management Group Inc
✚
|
MO | 0.5 |
|
Hoxton Planning & Management LLC
✚
|
WV | 0.5 |
|
HC Advisors LLC
✚
|
GA | 0.5 |
|
CURA Wealth Advisors LLC
✚
|
IL | 0.5 |
|
Seed Planning Group LLC
✚
|
NY | 0.5 |
|
Burkett Financial Services LLC
✚
|
SC | 0.5 |
|
Access Wealth Planning LLC
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|
NJ | 0.5 |
|
Addison Advisors LLC
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|
VT | 0.5 |