Harvey Capital Management Inc

RIASEC RegisteredEst. 1996
Total AUM
$579M
Discretionary
$579M
100% of AUM
Avg account
$3.4M
Accounts
172
Employees
5
Advisory reps
3

Firm details

Headquarters
Palm Beach, Florida
CRD number
106224
Registered since
May 28, 1996
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 82%, Investment Grade Corp Bonds 6%, State & Local Bonds 5%, Cash & Cash Equivalents 5%, US Government Bonds 1%, Non-Investment Grade Corp Bonds 1%82%
  • Exchange Traded Equities82%
  • Investment Grade Corp Bonds6%
  • State & Local Bonds5%
  • Cash & Cash Equivalents5%
  • US Government Bonds1%

Owners & executives

1 of 1
  • Robert Harvey

    Robert Harvey

    Chairman and Chief Executive OfficerCRD 4350356

Contacts

2 of 2
  • Alexander Harvey

    Alexander Harvey

    PresidentCRD 5373027

  • Sophia Burnichon

    Sophia Burnichon

    Executive Vice PresidentCRD 4736167

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 17

Active vs passive

$13.5M in ETFs

Passive

99%

$13.4M

Active

0%

$121K

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$5.3M7,08839.39%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth