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Robert Harvey

Chairman at Harvey Capital Management in Palm Beach, FL

Investment adviser registrationUpdated

Robert Harvey is Chairman of Harvey Capital Management Inc, an investment adviser managing $579M, and works from its Palm Beach, FL office. Robert Harvey has been registered as an investment adviser representative through Harvey Capital Management since 17 August 2005 and has 21 years in the industry across 1 firm.

21
Years in industry
21
Years at firm
1
Adviser firms
2
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Robert Harvey has been Chairman of Harvey Capital Management since January 2016, is a control person of the firm and directly owns between 25% and 50% of it.

Harvey Capital Management Inc is a Palm Beach, FL firm with $579M under management, 172 clients and 3 advisers in one office, as of its March 2026 filing.

  1. – present · 21 years
    Palm Beach, FL · Adviser representative · Firm CRD 106224

Credentials and registrations

Investment adviser representative registrations

Robert Harvey is registered as an investment adviser representative in 2 states. The first approvals date from August 2005; the most recent is Texas, in August 2006.

  • FloridaSince 17 August 2005
  • TexasSince 25 August 2006

Examinations

No examinations are on Robert Harvey’s record.

Key facts

Full name
Robert Dale Harvey
CRD
4350356
Firm
Harvey Capital Management · CRD 106224
Role
Chairman
Office
400 ROYAL PALM WAY, SUITE 400, Palm Beach, FL 33480
Registration
Investment adviser registration
In the industry since
August 2005
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Robert Harvey work?

Robert Harvey has been Chairman of Harvey Capital Management Inc since January 2016, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 10 March 2026

Is Robert Harvey a financial advisor?

Yes. Robert Harvey has a current investment-adviser registration in Florida and Texas, through Harvey Capital Management since August 2005.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Robert Harvey have?

Robert Harvey has 21 years in the financial industry, since August 2005, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

Where is Robert Harvey based?

Robert Harvey’s registered office is in Palm Beach, FL.

Source: IAPD individual record, checked 22 October 2026

Is Robert Harvey registered with FINRA?

No. Robert Harvey has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Robert Harvey’s record?

Search CRD 4350356 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Harvey’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Harvey Capital Management

Sources

  1. IAPD individual record, CRD 4350356, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Harvey Capital Management Inc, filed 10 March 2026. Title, control and ownership bands.