A complete list of active advisors currently associated with Harrison Capital Management LLC
Warmer can help you find a great advisor at Harrison Capital Management LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Harrison Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Minnetrista, MN
| 43
|
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