Harrison Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Harrison Capital Management provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities, primarily through discretionary portfolio management and occasional financial planning or non‑securities financial advice. The firm reports managing roughly $4.9 million for a very small client base and does not impose account minimums.
The firm uses both fundamental and technical analysis, including charting, to build portfolios tailored to each client’s risk tolerance and suitability, and clients complete and periodically update a suitability information form to guide investment decisions. Accounts are monitored continuously with formal semi-annual reviews, and the firm aggregates stock orders and uses block trading practices so clients receive the same execution price on the same security trades.
The brochure notes the firm offers educational seminars and workshops for clients and prospects, an uncommon service among independent single‑advisor firms. The firm’s lead advisor holds a Retirement Management Advisor designation and multiple securities registrations (including a principal-level registration), and the firm typically recommends a selected discount broker while permitting clients to direct brokerage.
Client services
Expertise
Fee options
Financial planning fixed fees generally range between $200 and $2,500
$0 - $100,000: 1.75% $100,001 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001+: .90%
Financial planning hourly fees generally range between $100 and $250
Main office
Keswick VA
Advisors at this office
1
Most active in
Virginia
Also doing business as
Harrison Capital Management · Harrison Capital Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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