CRD: 110258
Harvest Investment Consultants LLC
$549.0M Total AUM
$549.0M Disc. AUM
10.9% 3Y CAGR
12 Employees
1,049 ADV. Clients
38 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- PrimeCapital +more
- Established Date
- 02-19-1988
- Office Locations
- 1
Office Locations
4 North Park Drive STE 510 Hunt Valley MD
About Harvest Investment Consultants LLC
Harvest Investment Consultants is an independent, fiduciary registered investment advisor in Hunt Valley, MD, providing portfolio management and holistic financial planning. The firm emphasizes risk management and aligning investment strategy with near-term needs and long-term goals to help clients build, preserve, and compound wealth. Custody relationships include Charles Schwab and Fidelity/NFS.
Team overview
47 AVG AGE
$109.8M AVG AUM / ADVISOR
$523.4K AVG AUM / CLIENT
8.1 yrs AVG TENURE
12 Employees
5 Advisory Reps
5 RIA Reps
38yrs Firm Age
Insights
Request access to benchmark trends tied to vital summit.
Unlock to see real insight on beacon vital crest.
Full visibility includes strategy notes for insight meridian.
Request access to benchmark trends tied to focus quantum.
Request access to benchmark trends tied to fusion timber.
Upgrade to reveal position-level detail across north crest.
Unlock to compare peer behavior around glacier optima.
Open the full profile to inspect shifts in horizon catalyst.
Asset Classes
Matrix Beacon Matrix
Client Personas
Radial
CRM
Pioneer value
Custodian
Pioneer Value ridge Vital
Investment Themes
Alpha Vital
Investment Vehicles
Delta north
Platform
Prime Ridge optima
Services
Crest Frontier Pathway pioneer Peak alpha Meridian Vital
Technology
Alpha insight Beacon Catalyst Timber peak
Owner & Executives
M
MICHAEL JASON MEILY
Managing Member
- CRD
- #3168526
- Ownership
- 75% or more
(617) 983-7865
timber.vector@alphacapital.com
in linkedin.com/in/vital-delta
DONNA MARIE ZIDWICK
Partner
- CRD
- #5592177
- Ownership
- 5% but less than 10%
(555) 438-8248
value.summit@meridiancapital.com
in linkedin.com/in/beacon-frontier
G
Glacier eagle
Vertex peak atlas
- CRD
- #14740
- Ownership
- 47.6%
(249) 471-8777
value.value@momentumcapital.com
in linkedin.com/in/pathway-matrix
Showing 2 of 5 owners & executives
Unlock allContacts
B
BENJAMIN DAVID LAUBACH
--
- CRD
- #8177826
(884) 921-1573
timber.optima@fusioncapital.com
in linkedin.com/in/alpha-wave
Showing 1 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $549,042,439 | $286,706 |
| Non-Discretionary | $0 | -- |
| Total | $549,042,439 | $286,706 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $549,042,439
Public Funds:
36.0% Cash:
31.3% Equity - Exchange:
13.3% U.S. Government/Agency:
19.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $165,274,276 | 36.0% |
| Cash | $143,696,801 | 31.3% |
| Equity - Exchange | $61,059,663 | 13.3% |
| U.S. Government/Agency | $89,064,470 | 19.4% |
| Total | $459,095,210 | 100.0% |