A complete list of active advisors currently associated with Harvey Capital Management Inc

Warmer can help you find a great advisor at Harvey Capital Management Inc or one who fits your needs even better.

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.

To learn more about the advisors currently working at Harvey Capital Management Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.