# HARVEY CAPITAL MANAGEMENT INC

HARVEY CAPITAL MANAGEMENT INC of PALM BEACH, FL is an SEC-registered investment adviser.

## Registration

- CRD: 106224
- Type: SEC-registered investment adviser
- SEC file number: 801-52027
- Location: 400 ROYAL PALM WAY, SUITE 400, PALM BEACH, FL, 33480-4117
- Phone: 561-804-9181
- Latest filing: 2026-03-10
- Regulatory AUM: $579.4M
- Discretionary AUM: $579.4M
- Clients: 5
- Accounts: 172

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| Robert Dale Harvey | CHAIRMAN | — |
| Sophia Harvey Burnichon | EXECUTIVE VICE PRESIDENT/CCO | — |
| Alexander Trindade Harvey | PRESIDENT AND CEO | — |
| HARVEY ROBERT DALE | CHAIRMAN; CHAIRMAN/CEO; CHAIRMAN/CEO/CHIEF COMPLIANCE OFFICER (+2 more) | — |
| FABI OZMENT KARINA MARIE | PRESIDENT | — |
| AFT LARRY NORMAN | PRESIDENT | — |
| FORSYTH JOSEPH DAVID | INVESTMENT OFFICER | — |
| BURNICHON SOPHIA HARVEY | EXECUTIVE VICE PRESIDENT/CCO; EXECUTIVE VICE PRESIDENT/CHIEF COMPLIANCE OFFICER; VICE PRESIDENT (+1 more) | — |
| HARVEY ALEXANDER TRINDADE | PRESIDENT; PRESIDENT AND CEO; VICE PRESIDENT | — |
| MOY MILLIE | COMPLIANCE / INVESTMENT OFFICER; INVESTMENT OFFICER | — |
| BENSON CHRISTOPHER | INVESTMENT OFFICER; V.P./INVESTMENT OFFICER | — |
| EXNER DEBBI SUE | INVESTMENT OFFICER | — |
| ANDERS JUNE ROSEANNE | COMPLIANCE OFFICE/V.P./ ADMIN. OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106224/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106224/similar
- Related entities: https://search.stillhousedata.com/firm/106224/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106224

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.