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 an independent, privately owned registered investment adviser that has been SEC-registered since 1996. Operating as a corporation under individual ownership, the firm provides discretionary portfolio management to both high-net-worth individuals and families as well as institutional and business clients. Its compensation model is a percentage-of-assets-under-management fee arrangement. Service focus centers on managing separate accounts rather than operating as a capital allocator or running pooled vehicles. Advisory activities explicitly include portfolio management for individuals/small businesses and for businesses or institutions. The firm does not position itself as an ESG-driven manager and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 1
Robert Harvey
Chairman and Chief Executive OfficerCRD 4350356
Contacts
2 of 2
Alexander 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 17Active vs passive
$13.5M in ETFs
99%
$13.4M
0%
$121K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $5.3M | 7,088 | 39.39% |
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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