CRD: 284127
Harrison Capital Management LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Harbor crestAlpha frontier +more
- Established Date
- 09-08-2016
- Office Locations
- 1
Office Locations
About Harrison Capital Management LLC
Harrison Capital Management is a Minnesota-based RIA providing collaborative, goals-first financial planning and portfolio construction for households, including business owners and retirees. Services include retirement, estate and education planning, insurance, and asset allocation. The firm focuses on coordinating clients’ financial affairs and implements portfolios primarily with ETFs, plus cash and high-quality bonds, custodied at Charles Schwab.
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Owner & Executives
RALPH EVANS HARRISON
Owner, President
- CRD
- #710053
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,220,345 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,220,345 | -- |
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Separately Managed Accounts
Total SMA Asset: $32,220,345
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,468,742,631 | 16.6% |
| U.S. Government/Agency | $2,468,549,362 | 27.9% |
| Cash | $2,787,071,860 | 31.5% |
| Corporate - Investment Grade | $2,123,483,322 | 24.0% |
| Total | $8,847,847,175 | 100.0% |