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HARVEY INVESTMENT COMPANY, LLC
CRD 110482File 801-58031
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Aug 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.03B
Above cohort median (national)
Discretionary AUM
$1.03B
Clients
184
264 accounts
Employees
4
Top 25% of cohort in KY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Oct 26, 2000
- Principal office
- 297 NORTH HUBBARDS LANE, SUITE 102, LOUISVILLE, KY, 40207
- Phone
- 502-339-8270
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.03B
- Discretionary AUM
- $1.03B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 264
- Non-discretionary accounts
- 0
- Total accounts
- 264
- AUM per client
- $5.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.9M |
| Charitable organizations | 8 | $114.7M |
| High net worth individuals | 163 | $902.0M |
| Individuals (other than high net worth individuals) | 13 | $9.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11C5
- Q11D2
- Q11D4
- Q11D5
- Q11E2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.