# Harvest Investment Consultants

Harvest Investment Consultants is an Asset Manager based in Hunt Valley, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Hunt Valley, United States
- **Region:** North America
- **Address:** Baltimore, MD, United States
- **Founded:** 1987
- **Assets under management:** Undisclosed
- **Website:** harvestinvestmentconsultants.com

## Regulatory record

- **CRD number:** 110258
- **SEC file number:** 801-31445
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/110258

## About

Harvest Investment Consultants, LLC is an independent Registered Investment Advisor (RIA) established in 1987. It is a boutique investment advisory firm creating relationship-focused client experiences. The firm provides portfolio management, financial planning, and 401(k) and pension consulting, and acts as a fiduciary putting clients’ interests first.

## Sectors

- Financial Services

## People

- Michael J. Meily — Managing Member
- David R. Baker — Partner, Investment Advisor Representative
- Mark C. Pallack — Partner, Investment Advisor Representative
- Donna M. Zidwick — Partner, Investment Advisor Representative
- Tina Gallo — Chief Compliance Officer
- Ericka Melton — Director of Client Service
- Katherine Cole — Client Service Representative
- Kimberly Thomas — Executive Assistant to Michael Meily
- Beth Ann Ritter — Client Engagement Coordinator, Service Representative
- Richard James — Portfolio Operations Manager
- Sheana Glasgow-Lintz — CPA, Controller

## 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.

### 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.

## Related profiles

- [Harding Financial Group](https://altss.com/profile/harding-financial-group)
- [Herndon Wealth Services](https://altss.com/profile/herndon-wealth-services-inc)

---

Last updated: 2026-08-11T15:06:57.816Z

Canonical page: https://altss.com/profile/harvest-investment-consultants-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology