# 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.

- CRD: 106224
- Filed as: HARVEY CAPITAL MANAGEMENT INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Palm Beach, FL
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/106224
- AdvisorCensus page: https://advisorcensus.com/firm/harvey-capital-management-inc-palm-beach-fl-106224

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 10, 2026)

- Up to $2,000,000: 1% a year
- Above $2,000,000: 0.5% a year

> 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 Firm generally requires a minimum of $1 million to open and maintain an advisory account.

- Minimum annual fee: $3,000

> Minimum Annual Fee - $3,000

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $579,442,034
- Discretionary: $579,442,034
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 62 | $25,429,137 |
| High net worth individuals | 100 | $509,669,230 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $548,428 |
| Charitable organizations | 6 | $33,131,288 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 2 | $10,663,951 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 1996 (30 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [harveycapital.com](https://harveycapital.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $395,783,750 | 5 | March 15, 2021 |
| October 2022 | $452,920,582 | 5 | March 8, 2022 |
| October 2023 | $369,114,824 | 5 | March 2, 2023 |
| October 2024 | $425,840,369 | 5 | March 4, 2024 |
| October 2025 | $523,317,953 | 5 | March 25, 2025 |
| October 2026 | $579,442,034 | 5 | March 10, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Harvey Capital Management Inc (CRD 106224): Form ADV filing data as of October 2026.