H
Harrison Capital Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$32,220,345
Clients
27
70% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
27
TypicalAverage account size
$1,193,346
About
The firm provides discretionary portfolio management and financial planning to individuals — including high‑net‑worth clients — as well as pension and profit‑sharing plans, trusts, estates and charitable organizations. It manages roughly $32.2 million across a small client base of about 27 relationships and implements portfolios using individual stocks, bonds, exchange‑traded funds and no‑load mutual funds.
Portfolios are customized to clients’ stated objectives, time horizons and risk tolerances, with regular reviews and rebalancing informed by financial publications, corporate filings and third‑party research. The adviser acts as a fiduciary for retirement accounts under ERISA when making rollover recommendations and does not accept performance‑based fees.
Distinctive features include a relatively high assets‑per‑client profile for a solo advisory practice and a principal with prior broker‑dealer principal qualifications and long industry experience, which may affect the firm’s operational and compliance approach. The firm does not use third‑party portfolio managers or accept commissions, maintains a formal code of ethics with annual recertification, and routinely aggregates trades while operating with discretionary trading authority.
Client services
Portfolio management
Expertise
General retirement planning
Fee options
Less than $500,000 - $500,000: 1.75% $500,000 - $1,000,000: 1.50% $1,000,001+: Negotiable
Main office location
Harrison Capital Management LLC
Minnetrista MN, United States
Number of offices
1
Most active in
Harrison Capital Management LLC has reported serving >5 clients in these states in the last 12 months.
Minnesota
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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