Harrison Capital Management

RIASEC Registered
Total AUM
$4.9M
Discretionary
$4.9M
100% of AUM
Avg account
$244K
Accounts
20
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, Cash & Cash Equivalents 24%, US Government Bonds 1%75%
  • Exchange Traded Equities75%
  • Cash & Cash Equivalents24%
  • US Government Bonds1%

Contacts

1 of 1
  • Melissa Harrison

    Melissa Harrison

    Principal & Portfolio ManagerCRD 2149617

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth