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HARVEY CAPITAL MANAGEMENT INC
CRD 106224 · SEC 801-52027
400 ROYAL PALM WAY, SUITE 400, PALM BEACH, FL, 33480-4117, United States
Phone
561-804-9181
Fax
561-804-9107
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$579.4M
Discretionary AUM
$579.4M
Team
5 total employees; 3 advisory reps; 172 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-10
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 62 | $25.4M |
| High net worth individuals | 100 | $509.7M |
| Pension/profit sharing plans | 2 | $548K |
| Charitable organizations | 6 | $33.1M |
| Corporations/business entities | 2 | $10.7M |
States served
CA, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD