HARVEY INVESTMENT COMPANY, LLC

297 North Hubbards Lane
Suite 102
Louisville, Kentucky 40207
Tel: 502-339-8270

About HARVEY INVESTMENT COMPANY, LLC

HARVEY INVESTMENT COMPANY, LLC, formally registered with the SEC as HARVEY INVESTMENT COMPANY, LLC. The firm was established in 10/26/2000. They have over 1 offices throughout the country.

HARVEY INVESTMENT COMPANY, LLC is a Louisville, Kentucky based Financial Planning firm with nearly $913,288,498 assets under management, offering retirement planning & investment advisory services to 264 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110482
SEC#	801-58031
Assets Managed by Firm	$913,288,498
No. of Clients	264
No. of Advisors	4

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	264	$913,288,498
Individuals (other than high net worth individuals)	14	$6,700,304
High net worth individuals	167	$807,225,432
Charitable organizations	7	$96,546,161
Corporations or other businesses	Fewer than 5 clients	$2,816,601

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