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HARVEY CAPITAL MANAGEMENT INC

PALM BEACH, FL · CRD 106224 · IAPD ↗ · harveycapital.com · 561-804-9181

$579.4MRegulatory AUM
3Advisory reps
5Employees
172Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — HARVEY CAPITAL MANAGEMENT INC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — HARVEY CAPITAL MANAGEMENT INC crossed $500M in regulatory AUM ($425.8M -> $523.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.