Harvey Capital Management Inc
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Overview
Harvey Capital Management Inc is a financial advisor company that has its headquarters in Palm Beach, Florida. The company handles $369.1 million in assets under management over 177 accounts, placing it among the bigger financial advisory firms in the nation by assets under management (AUM). The firm has a small group, including 3 financial advisors. Harvey Capital Management Inc is not a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer company to do so. Securities are defined as tradable financial assets like equities, bonds and options.
Harvey Capital Management Inc manages all of the firm's client assets in a discretionary manner. Discretionary management is a structure in which buy and sell decisions for the client's account are made by an investment advisor without requiring client authorization. The investment advisory firm oversees an average of $2.1 million in assets for every account. The typical financial advisor at Harvey Capital Management Inc manages about 59 client accounts, placing it towards the middle in terms of personalization.
Harvey Capital Management Inc's central office is at 400 Royal Palm Way, Palm Beach, Florida 33480-4117. It is permitted to serve investors across a few states, including California, New York, Texas and Florida.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Harvey Capital Management Inc by the Numbers
$369.1 million
5
177
$2.1 million
Fee Structure
Fees for financial management largely are based on which services are provided. However, fees charged by Harvey Capital Management Inc typically consist of the following fee type: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Harvey Capital Management Inc works with a broad range of clients. Harvey Capital Management Inc works with retail investors, high net worth investors, pension plans, charitable organizations and corporations. Out of its 177 clients, Harvey Capital Management Inc's biggest client by number of accounts is retail investors, though it also caters to 79 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of its customers are non-U.S. persons.
- High-Net-Worth Individuals* - 44.63%
- Other Individuals - 49.15%
- Corporations - 2.26%
- Charitable Organizations - 3.95%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Harvey Capital Management Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Harvey Capital Management Inc
Palm Beach, FL
Palm Beach, FL
Palm Beach, FL
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