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Samuel Castleman Harvey

HARVEY INVESTMENT COMPANY, LLC·LOUISVILLE, Kentucky
Unclaimed Profile
297 NORTH HUBBARDS LANE, LOUISVILLE, KY 40207CRD# 239226Firm CRD# 110482
01

About

Samuel Castleman Harvey is a registered financial advisor based in LOUISVILLE, Kentucky, affiliated with HARVEY INVESTMENT COMPANY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
HARVEY INVESTMENT COMPANY, LLC
HARVEY INVESTMENT COMPANY, LLC
AUM
$913M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at HARVEY INVESTMENT COMPANY, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 239226
Firm CRD# 110482
4 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Samuel Castleman Harvey offer?
Samuel Castleman Harvey specializes in Investment Management, Wealth Management. Contact their office in LOUISVILLE, Kentucky for a consultation.
What are Samuel Castleman Harvey's credentials?
Samuel Castleman Harvey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Samuel Castleman Harvey located?
Samuel Castleman Harvey is based in LOUISVILLE, Kentucky, working with HARVEY INVESTMENT COMPANY, LLC. Their office serves clients in the LOUISVILLE metropolitan area and surrounding communities.
How does Samuel Castleman Harvey charge for services?
Samuel Castleman Harvey's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HARVEY INVESTMENT COMPANY, LLC?
HARVEY INVESTMENT COMPANY, LLC has approximately 4 employees and manages $913M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LOUISVILLE
Jeremy D Burtel — CHRYSALIS CAPITAL, LLC DBA CHRYSALIS VENTURES, LLCJohn Johnston Davis — HARVEY INVESTMENT COMPANY, LLCTodd Parker Lowe — PARTHENON LLCThomas Alexander Corea — PARTHENON LLCJanice Sue Peebles — ARGI INVESTMENT SERVICES, LLC
Nearby cities in Kentucky
LEXINGTON (106)COVINGTON (53)FT. WRIGHT (21)PROSPECT (9)BOWLING GREEN (7)
City Guides
LEXINGTON GuideCOVINGTON GuideFT. WRIGHT GuidePROSPECT GuideBOWLING GREEN Guide
Research
Advisor Fees in KentuckyNational Fee Analysis
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