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Harrison Capital Management LLC

Harrison Capital Management LLC. CRD 284127

Harrison Capital Management LLC logo

CRD: 284127

Harrison Capital Management LLC

Minnetrista, MN
9523031768
$32.2M Total AUM
$32.2M Disc. AUM
-- 3Y CAGR
1 Employees
27 ADV. Clients
9 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Harbor crestAlpha frontier +more
Established Date
09-08-2016
Office Locations
1

Office Locations

-- Minnetrista MN

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.

Team overview

85 AVG AGE
$32.2M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
9.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age

Insights

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Client Personas

Element Ember

Custodian

Delta ember Prime horizon Insight Vertex oak Insight eagle Vertex Frontier Vital Harbor Capital quantum Eagle north Catalyst

Investment Themes

North Unison

Investment Vehicles

Oak harbor

Platform

Frontier wave Signal

Services

Foundation crest Foundation Glacier Legacy signal Beacon Harbor vector Quantum wave Catalyst Focus Crest Foundation element Horizon Atlas foundation

Technology

Oak frontier North matrix Legacy Delta Prime

Owner & Executives

R

RALPH EVANS HARRISON

Owner, President

CRD
#710053
Ownership
75% or more
(568) 882-8359
signal.unison@oakcapital.com
in linkedin.com/in/eagle-insight

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

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

$32.2M Total SMA
Equity - Exchange:
16.6%
U.S. Government/Agency:
27.9%
Cash:
31.5%
Corporate - Investment Grade:
24.0%
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%

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