HARVEY & COMPANIES, INC.

HARVEY & COMPANIES, INC. of ST. PETERSBURG, FL is an SEC-registered investment adviser (CRD 124896). Regulatory assets under management: $12.0M.

Registration

• CRD: 124896
• Type: Registered investment adviser
• Location: 2950 5TH AVENUE NORTH, ST. PETERSBURG, FL, 33713
• Phone: 727-867-1000
• Latest filing: 2026-03-27
• Regulatory AUM: $12.0M
• Discretionary AUM: $12.0M
• Clients: 2
• Accounts: 90

Business model

Compensation: % of AUM.

Clients served: High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 124896 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search