Investment adviser · CRD 110258
HARVEST INVESTMENT CONSULTANTS LLC
Investment adviser filing (IA)
HUNT VALLEY, MD, United States · Form ADV filed Mar 9, 2026
- Regulatory AUM
- $549M Form ADV · Item 5.F
- Client accounts
- 1,915 Accounts, not individual clients
- Employees
- 12 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 247 | $334,889,857 | 61.0% |
| Individuals | 768 | $187,759,176 | 34.2% |
| Charities | 14 | $23,254,151 | 4.2% |
| Corporations & businesses | 5 | $1,883,004 | 0.3% |
| Retirement plans | 1 | $1,256,251 | 0.2% |
| Other clients | 7 | $0 | 0.0% |
Filing source
Form ADV 2063514 · Mar 9, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 9, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
4 NORTH PARK DRIVE, STE 510HUNT VALLEY, MD, 21030, United States
CRD 110258
Filing source
Form ADV 2063514 · Mar 9, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.