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Sophia Harvey Burnichon

Harvey Capital Management Inc

Palm Beach, FL

CRD 4736167

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Employer firm

Harvey Capital Management Inc CRD 106224

$579M regulatory AUM 172 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Harvey Capital Management Inc

400 Royal Palm Way Suite 400, Palm Beach, FL 33480-4117 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-11-19
  • FL RA
    APPROVED
    Since 2025-11-19

Branch Locations

400 Royal Palm Way Suite 400, Palm Beach, FL 33480-4117 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Harvey Capital Management Palm Beach FL 05/2007 Present
  • 05/2007 → Present
    Harvey Capital Management
    Palm Beach, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-09-27
  • S65 Uniform Investment Adviser Law Examination
    2007-09-27
Other Names
  • Sophia Trindade Harvey

View on SEC IAPD

Nearby Firms

HARLAN CAPITAL PARTNERS LLC
SNOWPOINT VENTURES MANAGEMENT, LLC
BLUEGRASS CAPITAL PARTNERS LP

Nearby Investors

TODD ADELSTEIN
ANITA PATEL
Cameron McDonough

Nearby Offices

HARLAN CAPITAL PARTNERS LLC · PALM BEACH, FL
SNOWPOINT VENTURES MANAGEMENT, LLC · PALM BEACH, FL
BLUEGRASS CAPITAL PARTNERS LP · PALM BEACH, FL

More in Palm Beach, FL

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