Wealth Manager
    SEC Registered

    Harvey Investment Company, LLC

    Registered investment advisor · Louisville, Kentucky · CRD #110482

    Assets Under Management
    $1B
    Client Accounts
    264
    Employees
    4
    CRD Number
    110482
    Registration
    SEC Registered
    Custodian
    Pershing Advisor Solutions Llc, Pnc Investments Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Harvey Investment Company, LLC

    Harvey Investment Company is a SEC-registered investment advisory firm based in Louisville, Kentucky, managing portfolios for institutions, families, and individual investors. It focuses on long-term investments in a small collection of outstanding businesses.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Harvey Investment Company, LLC

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    Frequently Asked Questions

    What is Harvey Investment Company, LLC's AUM?

    Harvey Investment Company, LLC reports approximately $1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Harvey Investment Company, LLC headquartered?

    Harvey Investment Company, LLC is headquartered in Louisville, Kentucky.

    What is Harvey Investment Company, LLC's CRD number?

    Harvey Investment Company, LLC's CRD number is 110482. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Harvey Investment Company, LLC manage?

    Harvey Investment Company, LLC manages approximately 264 client accounts according to its latest SEC filing.

    Is Harvey Investment Company, LLC SEC registered?

    Yes, Harvey Investment Company, LLC is registered with the SEC as an investment adviser with an approved registration status.

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