Harvest Investment Consultants LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hunt Valley, MD. Its latest Form ADV filing, dated March 9, 2026, reports $549M in regulatory assets under management, 12 employees, and 1,915 accounts.
Assets Under Management
$549M
Employees
12
Offices
--
Total Clients
1,042
Primary office
HUNT VALLEY, MD
4 NORTH PARK DRIVE, STE 510, HUNT VALLEY, MD, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 73.7% of total clients.
Top client categories% of clientsClients
1
Individuals
73.7%
768
2
HNWI
23.7%
247
3
Charitable
1.3%
14
4
NON-REGULATORY ADVISORY CLIENTS
0.7%
7
5
Corporations
0.5%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$549Mas of March 9, 2026
Discretionary100.0%
$549M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$549M
Total Accounts1,915
10Y AUM Change+$260M (+90.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee87:1
10Y Employee Change+3 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.