HARVEY INVESTMENT COMPANY, LLC
C34
CRD 110482·SEC 801-58031·LOUISVILLE, KY
AUM
$1.03B
$1B+
Est. Revenue
$10.3M
@ 1% on AUM
Est. EBITDA
$3.1M
@ 30% margin
Est. Deal Value
$24.7M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $620.6M
'21 · $750.0M
'22 · $826.4M
'23 · $979.4M
'25 · $941.5M
'26 · $1.03B
'20'26
$620.6M → $1.03B▲ +66%
Operations
Advisory staff (5-yr trend)
'20 · 4 advisors
'21 · 5 advisors
'22 · 5 advisors
'23 · 5 advisors
'25 · 4 advisors
'26 · 4 advisors
'20'26
4 advisors → 4 advisors▬ 0%
Branches
—
Custodian & Brokerage
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (16)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
297 NORTH HUBBARDS LANESUITE 102LOUISVILLE, KY 40207
Business
297 NORTH HUBBARDS LANESUITE 102LOUISVILLE, KY 40207
Edgar Recent Filings
13F-HR2026-04-21 · 0001162781-26-000002
13F-HR2026-01-22 · 0001162781-26-000001
Rdap Nameservers
Ns-1000.awsdns-61.netNs-1374.awsdns-43.orgNs-1874.awsdns-42.co.ukNs-53.awsdns-06.com