H
CRD: 110482
Harvey Investment Company, LLC
Louisville, KY, 40207
5023398270
$1.0B Total AUM
$1.0B Disc. AUM
5.6% 3Y CAGR
4 Employees
186 ADV. Clients
25 yrs Firm Age
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- Custodian
- Pershing ยท PNC
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-26-2000
- Office Locations
- 1
Office Locations
297 North Hubbards Lane Suite 102 Louisville KY
About Harvey Investment Company, LLC
Harvey Investment Company, LLC is a Louisville-based RIA. The firm has been operating for 25 years. Managing $1.0B in total assets under management, with 4 advisory representatives. They custody assets with Pershing and PNC. Services offered include Asset Management, Insurance.
Team overview
41 AVG AGE
$257.2M AVG AUM / ADVISOR
$5.5M AVG AUM / CLIENT
14.7 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
Pathway peak Eagle peak
Investment Vehicles
Pathway vital
Services
Timber Value vertex
Owner & Executives
D
DANIEL JEREMY BERG
Chief Financial Officer, DIRECTOR OF FINANCE, Secretary, TREASURER
- CRD
- #6146365
- Ownership
- Less than 5%
(326) 684-9817
delta.glacier@vectorcapital.com
in linkedin.com/in/bridge-prime
SAMUEL CASTLEMAN HARVEY
President
- CRD
- #239226
- Ownership
- Less than 5%
(794) 312-9336
insight.ridge@peakcapital.com
in linkedin.com/in/catalyst-eagle
L
Legacy prime
Matrix zenith
- CRD
- #93709
- Ownership
- 2.9%
(800) 832-1712
alpha.atlas@optimacapital.com
in linkedin.com/in/element-harbor
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,028,628,022 | $3,896,318 |
| Non-Discretionary | $0 | -- |
| Total | $1,028,628,022 | $3,896,318 |
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Separately Managed Accounts
Total SMA Asset: $1,028,628,022
Equity - Exchange:
31.1% Cash:
68.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,963,592,697 | 31.1% |
| Cash | $4,350,210,186 | 68.9% |
| Total | $6,313,802,883 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OAK CREST | WAVE LEGACY | APO64CZSQ | PYXR | 12.30% | $118,735,005 |
| FUSION INSIGHT BEACON | HARBOR BRIDGE | LJE1030F0 | VJV | 2.51% | $91,214,014 |
| PATHWAY VECTOR | VALUE GLACIER | WUN4E6XPY | LWX | 7.87% | $105,067,139 |
| FOCUS PIONEER GLACIER | ATLAS ATLAS | 7Q4KIW8V4 | EZYQ | 2.85% | $92,060,708 |
| SUMMIT ALPHA NORTH | WAVE ELEMENT | RT08HJY0P | MUFM | 1.78% | $56,925,546 |
| OAK CATALYST | BEACON MATRIX | JIDV9590T | OHOKD | 8.40% | $8,507,242 |
| ELEMENT HARBOR INSIGHT | ZENITH CATALYST | DDFLU5ZNW | VRQY | 12.10% | $74,164,554 |
| DELTA PATHWAY SUMMIT | UNISON UNISON | DY9IWEZ9E | DFWX | 10.20% | $113,064,972 |