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HARVEST INVESTMENT CONSULTANTS LLC

HUNT VALLEY, MD · CRD 110258 · IAPD ↗ · 410-561-9040

$549.0MRegulatory AUM
5Advisory reps
12Employees
7Clients
1-10Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
October 2026 — HARVEST INVESTMENT CONSULTANTS LLC (HUNT VALLEY, MD) left the SEC roster (was $549.0M RAUM, 5 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
49
April 2026 — HARVEST INVESTMENT CONSULTANTS LLC notice-filed in AZ, CA, NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2026 — HARVEST INVESTMENT CONSULTANTS LLC crossed $500M in regulatory AUM ($491.6M -> $549.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
53
March 2025 — HARVEST INVESTMENT CONSULTANTS LLC shrank from 9 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
61
April 2024 — HARVEST INVESTMENT CONSULTANTS LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.