Samuel
Harvey
Harvey Investment Company, LLC
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About this Advisor
Samuel Harvey is a financial advisor who works out of Louisville, Kentucky with 23 years of relevant experience. Harvey works at Harvey Investment Company, LLC. During their career, the advisor has held roles at Harvey Investment Company, LLC and J.J.B. Hilliard, W.L. Lyons, Inc. Harvey maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to advise clients in Kentucky. Harvey Investment Company, LLC is a registered investment firm headquartered in Louisville, KY. It has $869 million in assets under management between its 265 customer accounts, making it one of the bigger investment advisory firms in the United States by assets under management. The firm advises eight charities and foundations. Of its 265 accounts, 88% belong to high-net-worth individuals who have more than $1 million in assets. The advisory firm performs a few services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advisory services vary depending on which service is offered. Fees billed by Harvey Investment Company, LLC most likely are comprised of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Harvey Investment Company, LLC Brokerage Details
$869,090,420
5
265
$3,279,586
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Samuel Harvey Work History
Samuel has been registered as a financial advisor for 23 years.*
Harvey Investment Company, LLC
Harvey Investment Company, LLC
J.J.B. Hilliard, W.L. Lyons, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Samuel Harvey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Harvey Investment Company, LLC
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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