CRD: 284127
Harrison Capital Management LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 27 clients, or 27 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on March 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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The full Harrison Capital Management LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RALPH EVANS HARRISON
Owner, President
- CRD
- #710053
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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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
SMA allocation detail is available
Harrison Capital Management LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.