Matthew Harrison
Docsa Capital Management · Portage, Michigan
Matthew Harrison is a fee-only financial advisor at Docsa Capital Management in Portage, Michigan, who holds the CFA credential. Docsa Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Docsa Capital Management |
|---|---|
| Based in | Portage, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $95.4M across 233 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, FL, LA, MI · CRD 8039848 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.docsacapital.com |
How Matthew's firm compares
- Docsa Capital Management's average account is about $410,000, from its Form ADV (assets managed divided by 233 accounts).
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Questions about Matthew
Is Matthew Harrison a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Docsa Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matthew charge for financial advice?
Matthew's firm, Docsa Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Matthew Harrison based?
Matthew Harrison is based in Portage, Michigan.
What credentials does Matthew Harrison hold?
Matthew Harrison holds the CFA credential.
Is Matthew Harrison registered with the SEC?
Yes. Matthew Harrison is registered as an investment adviser representative in CA, FL, LA and MI (CRD 8039848), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Docsa Capital Management manage?
Docsa Capital Management reports $95.4M across 233 accounts in assets under management.
How do I contact Matthew Harrison?
Through Matthew's website, www.docsacapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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