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 an independent, individually owned registered investment adviser that serves primarily individual and family clients. Its advisory services focus on financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars or workshops. The firm charges a mix of fee types — percentage of assets under management, hourly fees, and fixed fees — and does not position itself as a capital allocator to external managers. Harrison Capital is not flagged as an active ESG investor and appears to operate within a single state. The firm maintains two office locations.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities94%
- Cash & Cash Equivalents5%
- 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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