Harvest Investment Consultants LLC
● SEC registered since 1988CRD 110258SEC# 801-31445Hunt Valley, MD
Reg. AUM
$549M
Employees
12
Accounts
1,915
Location
Hunt Valley, MD
Harvest Investment Consultants LLC assets under management
Harvest Investment Consultants LLC operates as an SEC-registered investment adviser based in Hunt Valley, MD. The firm has been registered since 1988. It reports $549 million in regulatory assets under management and employs 12 people.
Harvest Investment Consultants LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Russell Baker | Member | Under 5% | 2022 |
| Donna Marie Zidwick | Member/Director Of Fixed Income | 5-10% | 2016 |
| Mark Christian Pallack | Member | Under 5% | 2022 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Harvest Investment Consultants LLC manage?
Harvest Investment Consultants LLC reports $549 million in regulatory assets under management on its Form ADV.
How many employees does Harvest Investment Consultants LLC have?
Harvest Investment Consultants LLC reports 12 employees.
Where is Harvest Investment Consultants LLC located?
Harvest Investment Consultants LLC is based in Hunt Valley, MD and has been SEC-registered since 1988.
Does Harvest Investment Consultants LLC disclose fund performance?
Harvest Investment Consultants LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4 North Park Drive, Ste 510, Hunt Valley, MD 21030 |
| Phone | 410-561-9040 |
| Fax | 410-560-0954 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$549M▲ 12%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$549Mregulatory AUM
Discretionary $549M