Harvey Capital Management Inc
Harvey Capital Management Inc is an SEC-registered wealth manager in Palm Beach, FL with $579.4M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Harvey Capital Management Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 106224, SEC 801-52027, data through 2026-03-10.
- AUM (assets under management / regulatory AUM)
- $579.4M (2026-03-10)
- Firm type
- Wealth Manager
- Location
- Palm Beach, FL
- Employees
- 5
- Clients
- 172
- CRD
- 106224
- Ownership
- HARVEY, ROBERT, DALE; HARVEY, ALEXANDER, TRINDADE; EXNER, DEBBI, SUE; FORSYTH, JOSEPH, DAVID; FABI OZMENT, KARINA, MARIE
How much AUM does Harvey Capital Management Inc have?
Harvey Capital Management Inc reported $579.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-10).
Who owns Harvey Capital Management Inc?
Disclosed owners and executives of Harvey Capital Management Inc include HARVEY, ROBERT, DALE, HARVEY, ALEXANDER, TRINDADE, EXNER, DEBBI, SUE, FORSYTH, JOSEPH, DAVID, FABI OZMENT, KARINA, MARIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.