HARVEY INVESTMENT COMPANY, LLC
CRD #110482 SEC #801-58031 LOUISVILLE, KY 502-339-8270
SEC Registered
Total AUM
$941.5M
Discretionary
$941.5M
Employees
4
Clients
0
Accounts
256
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $941.5M | $941.5M | $0 | 4 | 2 |
| Mar 2025 | $941.5M | $941.5M | $0 | 4 | 2 |
| Mar 2024 | $913.3M | $913.3M | $0 | 4 | 2 |
| Mar 2023 | $869.1M | $856.2M | $12.9M | 5 | 2 |
| Mar 2022 | $979.4M | $965.5M | $14M | 5 | 2 |
| Nov 2021 | $826.4M | $817.7M | $8.7M | 5 | 2 |
| Mar 2021 | $826.4M | $817.7M | $8.7M | 5 | 2 |
| Jan 2021 | $750M | $741.9M | $8.1M | 5 | 2 |
| Jun 2020 | $750M | $741.9M | $8.1M | 5 | 2 |
| Jun 2020 | $750M | $741.9M | $8.1M | 5 | 2 |
| Mar 2020 | $750M | $741.9M | $8.1M | 5 | 2 |
| Mar 2019 | $620.6M | $614.3M | $6.3M | 4 | 2 |
| Mar 2019 | $620.6M | $614.3M | $6.3M | 4 | 2 |
| Mar 2018 | $644.9M | $638.9M | $6M | 4 | 2 |
| Feb 2018 | $644.9M | $638.9M | $6M | 4 | 2 |
| Jun 2017 | $562.4M | $557.4M | $5M | 4 | 200 |
| Jun 2017 | $562.4M | $557.4M | $5M | 4 | 200 |
| May 2017 | $562.4M | $557.4M | $5M | 4 | 200 |
| Mar 2017 | $562.4M | $557.4M | $5M | 4 | 200 |
| Nov 2016 | $503.4M | $499.1M | $4.3M | 4 | 100 |
| Jun 2016 | $503.4M | $499.1M | $4.3M | 4 | 100 |
| Mar 2016 | $503.4M | $499.1M | $4.3M | 4 | 100 |
| Oct 2015 | $511.3M | $507.3M | $4M | 4 | 100 |
| Mar 2015 | $511.3M | $507.3M | $4M | 4 | 100 |
| Mar 2014 | $445.7M | $445.7M | $0 | 4 | 100 |
| Nov 2013 | $352.2M | $352.2M | $0 | 4 | 100 |
| Oct 2013 | $352.2M | $352.2M | $0 | 4 | 100 |
| Jun 2013 | $352.2M | $352.2M | $0 | 5 | 100 |
| May 2013 | $352.2M | $352.2M | $0 | 5 | 100 |
| Mar 2013 | $352.2M | $352.2M | $0 | 5 | 100 |
| Mar 2012 | $328.9M | $328.9M | $0 | 1 | 26 |
| Mar 2010 | $278.3M | $278.3M | $0 | 5 | -- |
| Feb 2007 | $354M | $354M | $0 | 5 | -- |
| Dec 2006 | $334.3M | $334.3M | $0 | 5 | -- |
| Dec 2006 | $334.3M | $334.3M | $0 | 5 | -- |
| Jan 2006 | $334.3M | $334.3M | $0 | 5 | -- |
| May 2005 | $312.1M | $312.1M | $0 | 5 | -- |
| Jan 2005 | $277.9M | $277.9M | $0 | 5 | -- |
| Mar 2002 | $183.3M | $183.3M | $0 | 5 | -- |
| Sep 2001 | $138.9M | $138.9M | $0 | 5 | -- |
DateMar 2025
Total AUM$941.5M
Discretionary$941.5M
Non-Disc.$0
Employees4
Clients2
DateMar 2025
Total AUM$941.5M
Discretionary$941.5M
Non-Disc.$0
Employees4
Clients2
DateMar 2024
Total AUM$913.3M
Discretionary$913.3M
Non-Disc.$0
Employees4
Clients2
DateMar 2023
Total AUM$869.1M
Discretionary$856.2M
Non-Disc.$12.9M
Employees5
Clients2
DateMar 2022
Total AUM$979.4M
Discretionary$965.5M
Non-Disc.$14M
Employees5
Clients2
DateNov 2021
Total AUM$826.4M
Discretionary$817.7M
Non-Disc.$8.7M
Employees5
Clients2
DateMar 2021
Total AUM$826.4M
Discretionary$817.7M
Non-Disc.$8.7M
Employees5
Clients2
DateJan 2021
Total AUM$750M
Discretionary$741.9M
Non-Disc.$8.1M
Employees5
Clients2
DateJun 2020
Total AUM$750M
Discretionary$741.9M
Non-Disc.$8.1M
Employees5
Clients2
DateJun 2020
Total AUM$750M
Discretionary$741.9M
Non-Disc.$8.1M
Employees5
Clients2
DateMar 2020
Total AUM$750M
Discretionary$741.9M
Non-Disc.$8.1M
Employees5
Clients2
DateMar 2019
Total AUM$620.6M
Discretionary$614.3M
Non-Disc.$6.3M
Employees4
Clients2
DateMar 2019
Total AUM$620.6M
Discretionary$614.3M
Non-Disc.$6.3M
Employees4
Clients2
DateMar 2018
Total AUM$644.9M
Discretionary$638.9M
Non-Disc.$6M
Employees4
Clients2
DateFeb 2018
Total AUM$644.9M
Discretionary$638.9M
Non-Disc.$6M
Employees4
Clients2
DateJun 2017
Total AUM$562.4M
Discretionary$557.4M
Non-Disc.$5M
Employees4
Clients200
DateJun 2017
Total AUM$562.4M
Discretionary$557.4M
Non-Disc.$5M
Employees4
Clients200
DateMay 2017
Total AUM$562.4M
Discretionary$557.4M
Non-Disc.$5M
Employees4
Clients200
DateMar 2017
Total AUM$562.4M
Discretionary$557.4M
Non-Disc.$5M
Employees4
Clients200
DateNov 2016
Total AUM$503.4M
Discretionary$499.1M
Non-Disc.$4.3M
Employees4
Clients100
DateJun 2016
Total AUM$503.4M
Discretionary$499.1M
Non-Disc.$4.3M
Employees4
Clients100
DateMar 2016
Total AUM$503.4M
Discretionary$499.1M
Non-Disc.$4.3M
Employees4
Clients100
DateOct 2015
Total AUM$511.3M
Discretionary$507.3M
Non-Disc.$4M
Employees4
Clients100
DateMar 2015
Total AUM$511.3M
Discretionary$507.3M
Non-Disc.$4M
Employees4
Clients100
DateMar 2014
Total AUM$445.7M
Discretionary$445.7M
Non-Disc.$0
Employees4
Clients100
DateNov 2013
Total AUM$352.2M
Discretionary$352.2M
Non-Disc.$0
Employees4
Clients100
DateOct 2013
Total AUM$352.2M
Discretionary$352.2M
Non-Disc.$0
Employees4
Clients100
DateJun 2013
Total AUM$352.2M
Discretionary$352.2M
Non-Disc.$0
Employees5
Clients100
DateMay 2013
Total AUM$352.2M
Discretionary$352.2M
Non-Disc.$0
Employees5
Clients100
DateMar 2013
Total AUM$352.2M
Discretionary$352.2M
Non-Disc.$0
Employees5
Clients100
DateMar 2012
Total AUM$328.9M
Discretionary$328.9M
Non-Disc.$0
Employees1
Clients26
DateMar 2010
Total AUM$278.3M
Discretionary$278.3M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$354M
Discretionary$354M
Non-Disc.$0
Employees5
Clients--
DateDec 2006
Total AUM$334.3M
Discretionary$334.3M
Non-Disc.$0
Employees5
Clients--
DateDec 2006
Total AUM$334.3M
Discretionary$334.3M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$334.3M
Discretionary$334.3M
Non-Disc.$0
Employees5
Clients--
DateMay 2005
Total AUM$312.1M
Discretionary$312.1M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$277.9M
Discretionary$277.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$183.3M
Discretionary$183.3M
Non-Disc.$0
Employees5
Clients--
DateSep 2001
Total AUM$138.9M
Discretionary$138.9M
Non-Disc.$0
Employees5
Clients--