$4.9M Total AUM
$4.9M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-28-2004
- Office Locations
- 1
Office Locations
-- Keswick VA
About Harrison Capital Management
Harrison Capital Management is a boutique RIA providing collaborative financial planning for households, with support across retirement, estate planning, insurance and education savings. The firm pairs goal-based planning with asset allocation and portfolio construction, serving business owners and retirees. Portfolios are implemented primarily with ETFs and are custodied at Charles Schwab & Co.
Team overview
-- AVG AGE
$4.9M AVG AUM / ADVISOR
$977.2K AVG AUM / CLIENT
22.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
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Client Personas
Value
Investment Themes
Optima Timber
Investment Vehicles
Value
Services
Pioneer Pioneer Element Atlas meridian Frontier Zenith capital Fusion
Owner & Executives
MELISSA ARSENAULT HARRISON
Portfolio Manager, President, PRINCIPAL
- CRD
- #2149617
- Ownership
- 75% or more
(692) 726-2054
value.element@vertexcapital.com
in linkedin.com/in/focus-value
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,885,857 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,885,857 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,885,857
Equity - Exchange:
21.0% Cash:
37.7% U.S. Government/Agency:
41.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,643,008,839 | 21.0% |
| Cash | $2,949,592,059 | 37.7% |
| U.S. Government/Agency | $3,231,250,718 | 41.3% |
| Total | $7,823,851,616 | 100.0% |