H
Harrison Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$4,885,857
Clients
5
0% 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
5
LowAverage account size
$977,171
About
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.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Active portfolio management
Fee options
$200 to $2,500 fixed fees for financial planning
$0 - $100,000: 1.75% $100,001 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001+: 0.90%
$100 to $250 per hour for financial planning
Main office location
Harrison Capital Management
Keswick VA, United States
Number of offices
1
Most active in
Harrison Capital Management has reported serving >5 clients in these states in the last 12 months.
Virginia
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:
-
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.
-
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.
-
Lawyer
They provide legal services, typically billed separately.
-
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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