Harvey Capital Management Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$535,098,367
Clients
162
Advisors
3
of 5 employees
About
Harvey Capital Management provides discretionary investment management to high‑net‑worth individuals and related entities, including trusts, estates, retirement accounts, corporations, foundations, and pension plans. The firm reports managing roughly $579 million across about 162 client accounts and delivers individualized portfolio strategies aligned with clients’ growth, income, or balanced objectives.
The firm applies a flexible, bottom‑up investment approach that combines fundamental and technical analysis and relies on research sources such as Bloomberg, MarketSmith, company filings, and financial publications. Portfolios are actively managed and re‑optimized as market conditions or client circumstances change and may include individual equities, fixed income across credit spectrums, ETFs, and covered‑call option strategies where appropriate.
Noteworthy features include a relatively small advisory team with multiple CFA charterholders overseeing a concentrated client base, yielding a high AUM‑per‑advisor profile compared with many peers. The firm operates independently with no broker‑dealer affiliations, recommends an institutional custodian platform for execution and reporting while declining soft‑dollar arrangements, leaves proxy voting to clients, and discloses that a senior executive holds a minority interest in a wine and spirits import business.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% $2,000,000+: 0.50%
Account minimum: $1,000,000 Minimum fee: $3,000 annually Fee-only: Investment management fees as described, no commissions
Main office
400 Royal Palm Way, Suite 400
Palm Beach FL 33480-4117
Advisors at this office
3
Most active in
California · Florida · New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Alexander H
Series 65
Palm Beach, FL
Harvey Capital Management Inc
Alexander Harvey is a financial advisor at Harvey Capital Management Inc in Palm Beach, FL, holding a Series 65 designation with 19 years of industry experience. He has been with Harvey Capital Management since 2007. A senior executive at his firm holds a minority interest in a wine and spirits import business. Harvey Capital Management provides discretionary investment management services to high-net-worth individuals and related entities. The firm employs a flexible, bottom-up investment approach combining fundamental and technical analysis, managing portfolios that may include equities, fixed income, ETFs, and covered-call options.
Robert H
CFA®
Palm Beach, FL
Harvey Capital Management Inc
Robert Harvey is a CFA charterholder and founder of Harvey Capital Management Inc in Palm Beach, FL, with 20 years of industry experience. He has led Harvey Capital Management since 1996. Harvey Capital Management provides discretionary investment management primarily to high-net-worth individuals and related entities. The firm employs a bottom-up investment process combining fundamental and technical analysis and manages approximately $523 million in client assets as of December 31, 2024.
Sophia B
Series 65
Palm Beach, FL
Harvey Capital Management Inc
Sophia Burnichon is a financial advisor with Harvey Capital Management Inc in Palm Beach, FL, holding a Series 65 designation and 19 years of industry experience. She has been with Harvey Capital Management since 2007. Harvey Capital Management provides discretionary investment management to high-net-worth individuals and related entities, employing a flexible, bottom-up investment approach that combines fundamental and technical analysis. The firm actively manages individualized portfolios including equities, fixed income, ETFs, and option strategies to align with clients’ growth, income, or balanced objectives.
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