SourcingSourcing

HARVEST INVESTMENT CONSULTANTS LLC

C39
CRD 110258·SEC 801-31445·HUNT VALLEY, MD
AUM
$549.0M
$500M-$1B
Est. Revenue
$5.5M
@ 1% on AUM
Est. EBITDA
$1.6M
@ 30% margin
Est. Deal Value
$13.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HARVEST INVESTMENT CONSULTANTS LLC
CRD
110258
SEC file #
801-31445
EIN
—
DBA names
—

Economics

AUM
$549.0M
AUM band
$500M-$1B
AUM trajectory
'20'26
$313.5M → $549.0M▲ +75%
Client mix
Individuals Other768
Individuals High Net Worth247
Charitable Organizations14
Other7
Corporations5

Operations

Employees (total)
12
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
8 advisors → 5 advisors▼ -37%
Primary office
HUNT VALLEY MD
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MEILY, MICHAEL, JASON
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
MEILY, MICHAEL, JASON
ZIDWICK, DONNA, MARIE
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
3168526
Trust Company Affiliate
No

People (6)

6
MEILY, MICHAEL, JASON
IAR · Direct Owner · 87.5%
3168526
ZIDWICK, DONNA, MARIE
IAR · Direct Owner · 7.5%
5592177
BAKER, DAVID, RUSSELL
IAR · Executive Officer · 2.5%
4531655
PALLACK, MARK, CHRISTIAN
IAR · Executive Officer · 2.5%
4280367
GALLO, TINA, LOUISE
Executive Officer · 2.5%
6310471
BENJAMIN DAVID LAUBACH
IAR
8177826