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Harvest Investment Consultants
HARVEST INVESTMENT CONSULTANTS LLC is an SEC-registered investment adviser in HUNT VALLEY, MD, since 1988. The firm manages $549 million in assets.
Harvest Investment Consultants
HARVEST INVESTMENT CONSULTANTS LLC is an SEC-registered investment adviser in HUNT VALLEY, MD, since 1988. The firm manages $549 million in assets. It has 12 employees and 5 investment advisers.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Hunt Valley
Corporate office
Baltimore, MD, United States
Sector focus
Frequently asked questions
What services does Harvest Investment Consultants provide?
Harvest Investment Consultants provides wealth management, investment advisory, and financial planning services. The firm constructs diversified portfolios for both individual and institutional clients. Public documentation on specific service tiers or minimum account requirements is not currently available.
Where is Harvest Investment Consultants located and who does it serve?
The firm is located in Baltimore, Maryland, and serves a client base primarily concentrated in the mid-Atlantic region, including the Baltimore-Washington metropolitan corridor. Its regional focus allows a relationship-driven approach to wealth management.
Is Harvest Investment Consultants structured as a family office or independent advisory?
Harvest Investment Consultants is structured as an independent registered investment advisory (RIA) firm rather than a single-family office. It serves multiple unrelated clients, distinguishing its model from the dedicated capital management of a single-family office.
Does Harvest Investment Consultants publicly disclose its AUM or personnel?
No. The firm does not publicly disclose its assets under management, leadership team, or staff size through widely available regulatory filings or public communications. This lack of disclosure reflects its low-profile operational stance.
What is Harvest Investment Consultants' investment approach?
The firm focuses on long-term portfolio construction using a blend of traditional equity, fixed-income, and likely some alternative investment exposures. Specific portfolio models, benchmark indices, or performance history are not publicly reported.
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