AdvisorCensus / Financial advisors / Florida / Miami / Harvey Capital Management Inc
Harvey Capital Management Inc is an SEC-registered investment advisory firm in Palm Beach, FL, registered since 1996, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 10, 2026.
Quick answers
From the filingHow is Harvey Capital Management Inc compensated?
On its Form ADV (Item 5.E, October 2026), Harvey Capital Management Inc reports these compensation arrangements: a percentage of assets under its management.
How much does Harvey Capital Management Inc charge?
Its Form ADV Part 2A brochure dated March 10, 2026 states: Up to $2,000,000: 1% a year; Above $2,000,000: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Harvey Capital Management Inc located?
Harvey Capital Management Inc's principal office is in Palm Beach, FL, according to its Form ADV.
Is Harvey Capital Management Inc registered with the SEC or a state?
Harvey Capital Management Inc is an SEC-registered investment advisory firm, registered since 1996. Status as filed: Approved. CRD 106224.
How much does Harvey Capital Management Inc manage?
Harvey Capital Management Inc reports $579,442,034 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (100% discretionary).
How have Harvey Capital Management Inc's assets and staff changed since 2021?
In the Form ADV data for Harvey Capital Management Inc: Regulatory assets under management: $395,783,750 in the October 2021 data and $579,442,034 in the October 2026 data, up 46%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Harvey Capital Management Inc serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (100); individuals (other than high net worth individuals) (62); charitable organizations (6).
Does Harvey Capital Management Inc report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/106224
Does Harvey Capital Management Inc state an account minimum?
Its Form ADV Part 2A brochure dated March 10, 2026 says: "The Firm generally requires a minimum of $1 million to open and maintain an advisory account."
What changed in Harvey Capital Management Inc's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $523,317,953 to $579,442,034 (+11%). Registered or notice-filed in CA.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $2,000,000 | 1% |
| Above $2,000,000 | 0.5% |
The brochure's wording
On an annualized basis, our fees for investment management services are as follows: Portfolio Size Annualized Fee First $2,000,000 1.00% Balances above $2,000,000 0.50%
Account minimum: $1,000,000
The brochure's wording
The Firm generally requires a minimum of $1 million to open and maintain an advisory account.
Minimum annual fee: $3,000
The brochure's wording
Minimum Annual Fee - $3,000
As stated in the firm's Form ADV Part 2A brochure dated March 10, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$579,442,034 as of October 2026, filing dated March 10, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1996 (30 years)
- Employees
- Total: 5. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
4 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $579,442,034 | 5 | March 10, 2026 |
| October 2025 | $523,317,953 | 5 | March 25, 2025 |
| October 2024 | $425,840,369 | 5 | March 4, 2024 |
| October 2023 | $369,114,824 | 5 | March 2, 2023 |
| October 2022 | $452,920,582 | 5 | March 8, 2022 |
| October 2021 | $395,783,750 | 5 | March 15, 2021 |
Regulatory assets under management: $395,783,750 in the October 2021 data and $579,442,034 in the October 2026 data, up 46%.
Total employees: 5 in October 2021 and 5 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $523,317,953 to $579,442,034 (+11%).
- Registered or notice-filed in CA.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Harvey Capital Management Inc (CRD 106224): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/harvey-capital-management-inc-palm-beach-fl-106224