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HARVEY INVESTMENT COMPANY, LLC
CRD 110482 · SEC 801-58031
297 NORTH HUBBARDS LANE, SUITE 102, LOUISVILLE, KY, 40207, United States
Phone
502-339-8270
Fax
502-339-9617
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.03B
Discretionary AUM
$1.03B
Team
4 total employees; 4 advisory reps; 2 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-12
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $9.1M |
| High net worth individuals | 163 | $902.0M |
| Charitable organizations | 8 | $114.7M |
States served
CA, CO, GA, IL, KY, NC, OH, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD