HARVEY CAPITAL MANAGEMENT INC
Firm details
- Headquarters
- PALM BEACH, Florida
- CRD number
- 106224
- Registered since
- May 28, 1996
- Website
- harveycapital.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI87.96%
- Charitable Organizations5.72%
- Individuals4.39%
- Corporations / Businesses1.84%
- Pension & Profit Sharing Plans0.09%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Harvey Capital Management Inc is a privately owned, SEC-registered advisory corporation that has been operating since the mid-1990s. The firm manages portfolios for both individuals/families and institutional clients, charging fees tied to assets under management. Its advisory license covers portfolio management for small businesses as well as for institutions. Harvey Capital does not position itself as an ESG-focused investor and does not operate as a multi-state adviser. The firm appears to act as a discretionary manager rather than a sponsor of pooled investment vehicles: it is not identified as a capital allocator and its business model centers on fee-based portfolio management for private and institutional accounts.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities82%
- Investment Grade Corp Bonds6%
- State & Local Bonds5%
- Cash & Cash Equivalents5%
- US Government Bonds1%
Owners & executives
1 of 1ROBERT HARVEY
Chairman and Chief Executive OfficerCRD 4350356
Contacts
2 of 2ALEXANDER HARVEY
PresidentCRD 5373027
SOPHIA BURNICHON
Executive Vice PresidentCRD 4736167
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 18Active vs passive
$12M in ETFs
99%
$11.9M
0%
$156K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $4.7M | 7,138 | 38.77% |
Location
PALM BEACH, FL
PALM BEACH
Location
PALM BEACH, FL
Headquartered in PALM BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- PALM BEACH
- Address
- 400 Royal Palm Way
- Time zone
- ET (UTC-5)
- Office locations
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