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HARVEST INVESTMENT CONSULTANTS LLC

CRD 110258File 801-31445
APPROVED
Retail clients
Filing as of Mar 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$549.0M
Above cohort median (national)
Discretionary AUM
$549.0M
Clients
1,035
1,915 accounts
Employees
12
Above cohort median in MD

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
PLRO
Registration date
Feb 19, 1988
Principal office
4 NORTH PARK DRIVE, STE 510, HUNT VALLEY, MD, 21030
Phone
410-561-9040

Assets & accounts

ADV Item 5F
Total regulatory AUM
$549.0M
Discretionary AUM
$549.0M
Non-discretionary AUM
$0
Discretionary accounts
1,915
Non-discretionary accounts
0
Total accounts
1,915
AUM per client
$530K

Clients by type

ADV Item 5D
Client typeClientsAUM
Other5$1.9M
Charitable organizations14$23.3M
High net worth individuals247$334.9M
Pension and profit sharing plans1$1.3M
Individuals (other than high net worth individuals)768$187.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Portfolio management for other
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 17, 2026Clients10421035
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.