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 26 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 17 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 7 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 5 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.