RIA Intel›Advisers›Arizona›HARVARD AVENUE CONSULTANTS, LLC

HARVARD AVENUE CONSULTANTS, LLC

Advisory

AZ

Data as of Jul 14, 2026 · Source: SEC Form ADV

Rank in AZ

#361

of 387 advisers by AUM

Average account

$117K

across 487 accounts

AUM per adviser

$19M

3 advisers

Source: SEC Form ADV. Figures as filed Jul 14, 2026.

Total AUM

$57M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$57M

Discretionary AUM$57M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients131

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, TX, UT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

131 clients

16 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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