# HARVEY INVESTMENT COMPANY, LLC

HARVEY INVESTMENT COMPANY, LLC of LOUISVILLE, KY is an SEC-registered investment adviser.

## Registration

- CRD: 110482
- Type: SEC-registered investment adviser
- SEC file number: 801-58031
- Location: 297 NORTH HUBBARDS LANE, LOUISVILLE, KY, 40207
- Phone: 502-339-8270
- Latest filing: 2026-08-04
- Regulatory AUM: $1.0B
- Discretionary AUM: $1.0B
- Clients: 4
- Accounts: 264

## Business model

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

## Officers, owners & control persons (32)

_Showing 25 of 32 people._

| Name | Role | Location |
| --- | --- | --- |
| Lee Haskell | MANAGING MEMBER | New York, NY |
| Daniel Jeremy Berg | SECRETARY & TREASURER | — |
| Samuel Castleman Harvey | OWNER; PRESIDENT | — |
| Mary Linder Herrmann | OWNER; SENIOR VICE PRESIDENT | — |
| John Johnston Davis | OWNER | — |
| Joshua Stephen Jevne | OWNER; SENIOR VICE PRESIDENT | — |
| Samuel Hunter Noble | OWNER; SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| GORMLEY STEPHEN KEVIN | BOARD OF MANAGERS; MANAGER; MANAGING MEMBER | — |
| HACKER JUSTIN BRUCE | SECRETARY, TREASURER | — |
| MCMAKEN BRUCE ROBERT | BOARD OF MANAGERS | — |
| BALL GEORGE LESTER | BOARD OF MANAGERS | — |
| BENTON MARVIN RUSH | VICE PRESIDENT | — |
| EDELMAN FREDRIC MARK | SHAREHOLDER; SOLE SHAREHOLDER | — |
| MOORE EDWARD PHILIP | BOARD OF MANAGERS | — |
| CORNE ROBERT JEFFERY | VICE PRESIDENT AND SECRETARY | — |
| HARVEY SAMUEL CASTLEMAN | OWNER; PRESIDENT | — |
| DAVIS JOHN JOHNSTON | EXECUTIVE VICE PRESIDENT; EXEC. VP, CHIEF COMPLIANCE OFFICER; OWNER | — |
| HERRMANN MARY LINDER | OWNER; SENIOR VICE PRESIDENT; VICE PRESIDENT | — |
| STROPKAY PAUL HARRISON | OWNER; VICE PRESIDENT | — |
| BOYLE HUGH THOMAS | PRINCIPAL | — |
| RODRIGUEZ CHARLES JOSEPH | BOARD OF MANAGERS | — |
| DEEM HOLLY DAY | BOARD OF MANAGERS | — |
| THETFORD MICHELLE MARIE | PRINCIPAL | — |
| ILLGES RALPH WALTON | SECRETARY/TREASURER | — |
| PAGLIUCO ROBERT STEVEN | EVP AND TREASURER; MANAGER | — |


## Disclosures (20)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110482/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110482/similar
- Related entities: https://search.stillhousedata.com/firm/110482/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110482

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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.