Fee-only adviser · St. Petersburg, FL
Harvey & Companies, Inc.
Harvey & Companies, Inc. is a fee-only investment adviser registered with the securities regulator of Florida, with its main office in St. Petersburg, Florida. On its latest Form ADV, filed March 27, 2026, it reports $12M in regulatory assets under management, 50 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Florida |
|---|---|
| Firm CRD number | 124896 |
| Office | 2950 5th Avenue North St. Petersburg, FL 33713 |
| Phone | (727) 867-1000 |
| Website | www.harveyandcompanies.com |
| Regulatory assets under management | $12M |
| Individual clients | 40 non-high-net-worth, 10 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management, Pension consulting |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 27, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in St. Petersburg
- Lighthouse Financial $756M
- Yale Capital Corp. $5.6B
- Sagace Wealth Management $163M
- Avid Planning $59M
- Burkart Financial Group, Inc. $72M
- Hygge Advisors, LLC $23M
See all 17 fee-only advisers in St. Petersburg →
Nearby
- Seminole 2 firms
- Largo 1 firm
- Clearwater 9 firms
- Belleair Bluffs 1 firm
- Tampa 43 firms
- Safety Harbor 2 firms
- Bradenton 6 firms
- Dunedin 1 firm
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