Harvest Investment Consultants LLC
Harvest Investment Consultants LLC is an SEC-registered mass-market adviser in Hunt Valley, MD with $549.0M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Harvest Investment Consultants LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 110258, SEC 801-31445, data through 2026-03-09.
- AUM (assets under management / regulatory AUM)
- $549.0M (2026-03-09)
- Firm type
- Mass-Market Adviser
- Location
- Hunt Valley, MD
- Employees
- 12
- Clients
- 1,042
- CRD
- 110258
- Ownership
- DUKLEWSKI, STEPHEN, SAMUEL; JONES, DOUGLAS, EDWARD; MEILY, MICHAEL, JASON; ZIDWICK, DONNA, MARIE; PALLACK, MARK, CHRISTIAN
How much AUM does Harvest Investment Consultants LLC have?
Harvest Investment Consultants LLC reported $549.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-09).
Who owns Harvest Investment Consultants LLC?
Disclosed owners and executives of Harvest Investment Consultants LLC include DUKLEWSKI, STEPHEN, SAMUEL, JONES, DOUGLAS, EDWARD, MEILY, MICHAEL, JASON, ZIDWICK, DONNA, MARIE, PALLACK, MARK, CHRISTIAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.