Harvest Investment Consultants Llc
- Regulatory AUM
- $549M
- Discretionary
- $549M
- Clients
- 1,042
- Avg AUM / client
- $527K
- Accounts
- 1,915
- Employees
- 12
AUM over time
Annual snapshots from Form ADV filings · as of Mar 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 768 | $188M | 34.2% |
| High net worth individuals | 247 | $335M | 61.0% |
| Pension and profit sharing plans | 1 | $1.3M | 0.23% |
| Charitable organizations | 14 | $23.3M | 4.24% |
| Corporations and other businesses | 5 | $1.9M | 0.34% |
| Other | 7 | $0 | — |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Jason Meily | Managing Member | Chartered Financial Consultant | Sep 2008 (18y) | 75% or more |
| Donna Marie Zidwick | Member/Director Of Fixed Income | Apr 2016 (10y) | 5% – 10% | |
| David Russell Baker | Member | Apr 2016 (10y) | Less than 5% | |
| Mark Christian Pallack | Member | Oct 2017 (9y) | Less than 5% | |
| Gallo, Tina, Louise | Chief Compliance Officer | Oct 2024 (2y) | Less than 5% | |
| Benjamin David Laubach | Registered representative | Dec 2025 (1y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/09/2026 | 986 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Fidelity Brokerage Services $302M (55% of AUM) Mar 2026
- Charles Schwab & Co. $247M (45% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 09, 2026.
View current Form ADV (SEC/IAPD) ↗