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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 70%, US Government Bonds 28%, Investment Grade Corp Bonds 1%, Cash & Cash Equivalents 1%70%
  • Exchange Traded Equities70%
  • US Government Bonds28%
  • Investment Grade Corp Bonds1%
  • Cash & Cash Equivalents1%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth