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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-28-1996
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between March 25, 2025 and March 10, 2026, reported AUM increased 10.7%, from $523.3M to $579.4M.
Across 5 reported observations, AUM increased 27.9% between March 8, 2022 and March 10, 2026, from $452.9M to $579.4M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 344 clients, or 114.7 clients per representative. That equates to $1.7M in reported AUM per client.
The profile lists 1 reported office location and 30 years in operation. The source data was last updated on March 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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The full Harvey Capital Management INC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
SOPHIA HARVEY BURNICHON
Chief Compliance Officer, EXECUTIVE VICE PRESIDENT, Vice President
- CRD
- #4736167
- Ownership
- 25% but less than 50%
ALEXANDER TRINDADE HARVEY
Chief Executive Officer, President
- CRD
- #5373027
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Unlock allAssets Under Management
| 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
SMA allocation detail is available
Harvey Capital Management INC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Harvey Capital Management INC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.