Harvey Investment Company, LLC

RIASEC RegisteredEst. 2000

Total AUM

$1B

Discretionary

$1B

100% of AUM

Avg account

$3.9M

Accounts

264

Employees

Advisory reps

Firm details

Headquarters: Louisville, Kentucky
CRD number: 110482
Registered since: October 26, 2000
Website: www.harveyinvestment.com
Custodians: PERSHING LLC, PNC WEALTH MANAGEMENT LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI87.69%
Charitable Organizations11.15%
Individuals0.88%
Corporations / Businesses0.28%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Harvey Investment Company, LLC is a limited liability company that has been registered with the SEC since 2000. The firm serves both individual and family clients as well as institutional and business clients, providing portfolio management for individuals/small businesses and for businesses or institutions. Its fees are charged as a percentage of assets under management and via fixed fees. Harvey identifies as a domestic entity/individual owner type and is not designated as a multi-state or newly formed adviser. The firm does not present itself as an active ESG investor, does not act as a capital allocator, and does not provide pension consulting. Industry affiliations noted include relationships with broker-dealers, other investment advisers, trust companies, and accountants.