$579.4M Total AUM
$579.4M Disc. AUM
16.2% 3Y CAGR
5 Employees
344 ADV. Clients
30 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-28-1996
- Office Locations
- 1
Office Locations
400 Royal Palm WAY Suite 400 Palm Beach FL
About Harvey Capital Management INC
Harvey Capital Management Inc is a Palm Beach, FL RIA serving retail and institutional clients with discretionary portfolio management and financial planning. Portfolios are predominantly ETF-based with complementary fixed-income exposure (investment-grade corporates and munis). Established in 1996 with a small, senior-led team.
Team overview
62 AVG AGE
$193.1M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
19.5 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
30yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
SOPHIA HARVEY BURNICHON
Chief Compliance Officer, EXECUTIVE VICE PRESIDENT, Vice President
- CRD
- #4736167
- Ownership
- 25% but less than 50%
Available
Available
Available
A
ALEXANDER TRINDADE HARVEY
Chief Executive Officer, President
- CRD
- #5373027
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $579,442,034 | $3,368,849 |
| Non-Discretionary | $0 | -- |
| Total | $579,442,034 | $3,368,849 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available Municipal Bonds:
Available Corporate - Non-Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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