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Sophia Harvey Burnichon

Investment adviser representative at Harvey Capital Management Inc
19 yearsExperience
1 stateRegistered in
$579.4MFirm assets
30 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

19 years in the industry.

  1. Harvey Capital Management IncMay 2007 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2007

State registrations

Registered as an investment adviser representative in 1 state (FL).

Harvey Capital Management Inc

$579.4MAssets managed
172Clients
3Advisers
30 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4736167
Firm CRD
106224
Advisor's SEC record (opens in a new tab)
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