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 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.
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.
Name |
Location |
Years of experience |
|---|---|---|
Keswick, VA
| 29
|
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