Harvey Investment Company, LLC

Harvey Investment Company, LLC (CRD# 110482) is a financial advisory firm headquartered in Louisville, KY. They manage $503,412,930 in 201 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    503
    MILLION
  • Total Number of Accounts
    201
    ACCOUNTS
  • Average Account Value
    $2,504,542
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, FL, GA, IL, KY, OH, SC, TX

Financial Advisors at Harvey Investment Company, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Samuel C. Harvey
CRD#: 239226
4965 U. S. Highway 42, Suite 1600, Louisville, KY 40222
93
Wealthminder
score

Samuel Harvey (CRD# 239226) is an Investment Advisor Representative working at Harvey Investment Company, LLC in Louisville, KY and has over 25 years of experience in the finance industry.

2
Mary L. Herrmann
CRD#: 4161367
4965 U.s. Highway 42, Suite 1600, Louisville, KY 40222
93
Wealthminder
score

Mary Herrmann (CRD# 4161367) is an Investment Advisor Representative working at Harvey Investment Company, LLC in Louisville, KY and has over 16 years of experience in the finance industry.

3
Joshua S. Jevne
CRD#: 5899153
4965 U.s. Highway 42, Suite 1600, Louisville, KY 40222
93
Wealthminder
score

Joshua Jevne (CRD# 5899153) is an Investment Advisor Representative working at Harvey Investment Company, LLC in Louisville, KY and has over 6 years of experience in the finance industry.

4
Samuel H. Noble
CRD#: 5983809
4965 U.s. Highway 42, Suite 1600, Louisville, KY 40222
90
Wealthminder
score

Samuel Noble (CRD# 5983809) is an Investment Advisor Representative working at Harvey Investment Company, LLC in Louisville, KY and has over 4 years of experience in the finance industry.

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