Harrison Capital Management LLC

Overview

Harrison Capital Management LLC is a small, individual-owned advisory firm focused on discretionary portfolio management for individual and family clients, as well as small businesses. The firm charges fees as a percentage of assets under management and shows a clear preference for equity-focused strategies. Its ADV describes advisory work concentrated on personalized portfolio management rather than institutional consulting or pension work. Harrison Capital does not identify as an active ESG investor and operates out of a single office, managing a compact client roster with hands-on discretionary mandates. Investment activity skews toward exchange-traded equity exposure, with portfolios built primarily from publicly traded stocks and ETFs. The firm appears to use separate managed accounts (SMAs) as a delivery vehicle for those equity allocations, indicating a willingness to construct tailored equity positions rather than rely solely on pooled vehicles. Given the small scale and individualized client base, portfolio construction is likely to emphasize tax efficiency, concentrated equity exposures, and liquid instruments that facilitate quick rebalancing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices