Harrison Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Harrison Capital Management provides discretionary investment management and financial planning to individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, estates, and charitable organizations. The firm also offers retirement advice and rollover guidance and operates under ERISA fiduciary standards when advising on retirement accounts.
Portfolios are customized to client objectives and are actively reviewed and rebalanced; the firm primarily uses exchange‑traded funds for market exposure with a smaller allocation to individual U.S. mid‑ to large‑capitalization stocks. It may temporarily increase short‑term Treasury bill allocations during periods of severe market volatility and draws on a mix of public research, issuer filings, and third‑party analyses to inform decisions.
Notable features in the brochure include managing roughly $32.2 million for a compact client base and declining third‑party compensation — the firm does not accept commissions, does not participate in wrap fee programs, and does not hire outside portfolio managers. The brochure was recently updated following a state regulatory audit and includes a written Retirement Advice Disclosure and a formal Code of Ethics with annual recertification and trade monitoring.
Client services
Expertise
Fee options
Less than $500,000 - $499,999: 1.75% $500,000 - $1,000,000: 1.50% $1,000,001+: Negotiable
Main office
Minnetrista MN
Advisors at this office
1
Most active in
Minnesota
Also doing business as
Harrison Capital Management Inc. · 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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