A complete list of active advisors currently associated with Harrison Capital Management

Warmer can help you find a great advisor at Harrison Capital Management or one who fits your needs even better.

Harrison Capital Management provides portfolio management primarily for individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities, and it may also provide non‑discretionary management and financial planning services. According to the firm brochure, it managed roughly $4.7 million in client assets as of January 31, 2025, with all assets currently managed on a discretionary basis. The firm tailors portfolios to each client’s needs and suitability using interviews and a suitability form, and it accepts discretionary authority to select and re‑optimize securities as market conditions or client circumstances change. Its investment process combines fundamental and technical analysis (including charting), continuous monitoring with formal semi‑annual in‑person or phone reviews, and block trading for non‑mutual‑fund transactions to provide identical execution prices across client accounts. Unlike many peers, Harrison Capital supplements advisory services with financial planning engagements that can be waived if the client implements the plan through the firm, and it also conducts educational outreach in the form of seminars or workshops alongside client reviews. The firm does not accept proxy‑voting authority, instead relying on custodians to deliver confirmations and quarterly statements while clients retain voting responsibility.

To learn more about the advisors currently working at Harrison Capital Management, 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.