Harrison Capital Management LLC
RIAState Registered
Total AUM
$32.2M
Discretionary
$32.2M
100% of AUM
Avg account
$1.2M
Accounts
27
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 284127
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI96.22%
- Individuals3.78%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Harrison Capital Management LLC is an independent, individually owned advisory firm organized as an LLC and registered in Minnesota. The firm operates on a percentage-of-assets fee model and focuses on portfolio management for individuals and small businesses. Its client base is primarily individual and family investors. The firm identifies as not pursuing ESG investing and does not position itself as a capital allocator or pension consultant.
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 Equities70%
- US Government Bonds28%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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