Harvey Capital Management Inc

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Client assets under management

$535,098,367

Clients

162

62% high-net worth

Advisors

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

Typical

Average account size

$3,303,076

About

Harvey Capital Management provides discretionary investment management to high‑net‑worth individuals and related entities, including trusts, estates, retirement accounts, corporations, foundations, and pension plans. The firm reports managing roughly $579 million across about 162 client accounts and delivers individualized portfolio strategies aligned with clients’ growth, income, or balanced objectives.

The firm applies a flexible, bottom‑up investment approach that combines fundamental and technical analysis and relies on research sources such as Bloomberg, MarketSmith, company filings, and financial publications. Portfolios are actively managed and re‑optimized as market conditions or client circumstances change and may include individual equities, fixed income across credit spectrums, ETFs, and covered‑call option strategies where appropriate.

Noteworthy features include a relatively small advisory team with multiple CFA charterholders overseeing a concentrated client base, yielding a high AUM‑per‑advisor profile compared with many peers. The firm operates independently with no broker‑dealer affiliations, recommends an institutional custodian platform for execution and reporting while declining soft‑dollar arrangements, leaves proxy voting to clients, and discloses that a senior executive holds a minority interest in a wine and spirits import business.

Client services

Portfolio management

Expertise

Options & derivatives strategies

Fee options

Percentage

$0 - $2,000,000: 1.00% $2,000,000+: 0.50%

Other

Account minimum: $1,000,000 Minimum fee: $3,000 annually Fee-only: Investment management fees as described, no commissions

Main office location

Harvey Capital Management Inc

400 Royal Palm Way, Suite 400

Palm Beach FL 33480-4117, United States

Number of offices

Most active in

California · Florida · New York · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 561-804-9181

Advisors at this firm

Alexander H

Series 65

Palm Beach, FL

Harvey Capital Management Inc

Alexander Harvey is a Series 65 licensed advisor with 18 years of industry experience. He has been with Harvey Capital Management Inc since 2007, where he is part of a three-advisor team based in Palm Beach, FL. Harvey Capital Management provides discretionary investment management primarily to high-net-worth individuals and related entities. The firm applies a bottom-up investment process combining fundamental and technical analysis and manages approximately $523 million in client assets as of December 31, 2024.

Options & derivatives strategies

Robert H

CFA®

Palm Beach, FL

Harvey Capital Management Inc

Robert Harvey is a CFA charterholder and founder of Harvey Capital Management Inc in Palm Beach, FL, with 20 years of industry experience. He has led Harvey Capital Management since 1996. Harvey Capital Management provides discretionary investment management primarily to high-net-worth individuals and related entities. The firm employs a bottom-up investment process combining fundamental and technical analysis and manages approximately $523 million in client assets as of December 31, 2024.

Options & derivatives strategies

Sophia B

Series 65

Palm Beach, FL

Harvey Capital Management Inc

Sophia Burnichon is a financial advisor at Harvey Capital Management Inc in Palm Beach, FL, holding a Series 65 designation with 18 years of industry experience. She has been with Harvey Capital Management since 2007. Harvey Capital Management provides discretionary investment management primarily to high-net-worth individuals and related entities, using a bottom-up approach that combines fundamental and technical analysis. The firm manages approximately $523 million in assets and focuses on customized portfolio management without participating in wrap fee programs.

Options & derivatives strategies

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