Harvey Investment Company, LLC
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
FINTRXOverview
Harvey Investment Company, LLC is an SEC-registered investment adviser formed in 2000 and organized as a limited liability company. It manages portfolios for individuals, families, small businesses and institutional clients, offering portfolio management services for both private and business/institutional accounts. The firm bills clients using a mix of percentage-of-AUM and fixed fees. Harvey Investment is not identified as an ESG-focused manager, does not act as a capital allocator, and is not a multi-state or newly formed 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 Equities92%
- Cash & Cash Equivalents8%
Contacts
3 of 5Samuel Harvey
PresidentCRD 239226
Mary Herrmann
Branch ManagerCRD 4161367
Joshua Jevne
Senior Vice PresidentCRD 5899153
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Louisville, KY
Jefferson
Location
Louisville, KY
Headquartered in Louisville, KY, anchoring the Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN metro in the South.
- Metro area
- Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN
- Region
- South
- County
- Jefferson
- Address
- 297 N Hubbards Ln
- Time zone
- CT (UTC-6)
- Office locations
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