Harrison Capital Management
Firm details
- Headquarters
- ,
- CRD number
- 130843
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.55%
- Individuals22.45%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Harrison Capital Management is a small, independent registered investment adviser serving individual and family clients. The firm concentrates on discretionary portfolio management and financial planning for individuals and small businesses, and supplements client relationships with educational seminars and workshops. Its operating model is fee-based, combining a percentage-of-AUM fee with the option for hourly or fixed-fee engagements, which fits a mix of ongoing portfolio management and project-level advice. The firm shows a clear tilt toward equity-oriented portfolios: exchange-traded equities are the dominant asset class on the books. Harrison Capital Management is not positioned as an ESG-focused or multi-state adviser, and it does not list pension consulting or related-adviser relationships as part of its offering. Client work appears hands-on and concentrated, with the adviser acting as primary portfolio manager on discretionary accounts.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Cash & Cash Equivalents24%
- US Government Bonds1%
Contacts
1 of 1
Melissa Harrison
Principal & Portfolio ManagerCRD 2149617
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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