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Wellspent public graph/Firms/Harrison Capital Management
Firm

Harrison Capital Management

Keswick, Virginia

Fee-only

Harrison Capital Management at a glance

  • One of 305 fee-only firms based in Virginia in the Wellspent graph.
  • 1 advisor is listed here.
  • Its Form ADV reports 1 employee and 5 individual clients.
  • Its average account is about $244,000 (assets it manages divided by its 20 accounts).

Fee-only advisors in Virginia · What fee-only advisors charge in Virginia

Facts

Based inKeswick, Virginia
Phone(434) 760-2187

Harrison Capital Management fees

Harrison Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Paid byPercentage of assets · Hourly · Fixed fees
Assets managed$5 million
Individual clients5
Accounts managed20
Employees1
Planning clients0
Financial planningOffered
Form ADV filedJuly 29, 2026
SEC recordCRD 130843

Advisors at this firm (1)