Harvey Investment Company, LLC

Harvey Investment Company, LLC (CRD# 110482) is a financial advisory firm headquartered in Louisville, KY. They manage $749,975,664 in 257 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    750
    MILLION
  • Total Number of Accounts
    257
    ACCOUNTS
  • Average Account Value
    $2,918,193
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 - 5 of 5 top financial advisors.
1
Samuel C. Harvey
CRD#: 239226
297 North Hubbards Lane, Suite 102, Louisville, KY 40207

Samuel Harvey (CRD# 239226) is an Investment Advisor Representative working at Harvey Investment Company, LLC in Louisville, KY and has over 29 years of experience in the finance industry.

2
Mary L. Herrmann
CRD#: 4161367
297 North Hubbards Lane, Suite 102, Louisville, KY 40207

Mary Herrmann (CRD# 4161367) is an Investment Advisor Representative working at Harvey Investment Company, LLC in Louisville, KY and has over 20 years of experience in the finance industry.

3
Joshua S. Jevne
CRD#: 5899153
297 North Hubbards Lane, Suite 102, Louisville, KY 40207

Joshua Jevne (CRD# 5899153) is an Investment Advisor Representative working at Harvey Investment Company, LLC in Louisville, KY and has over 10 years of experience in the finance industry.

4
Samuel H. Noble
CRD#: 5983809
297 North Hubbards Lane, Suite 102, Louisville, KY 40207

Samuel Noble (CRD# 5983809) is an Investment Advisor Representative working at Harvey Investment Company, LLC in Louisville, KY and has over 8 years of experience in the finance industry.

5
William F. West
CRD#: 6094506
297 North Hubbards Lane, Suite 102, Louisville, KY 40207

William West (CRD# 6094506) is an Investment Advisor Representative working at Harvey Investment Company, LLC in Louisville, KY and has over 7 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.