HCM
- Company typePrivate
- Founded2009
- HeadquartersLeawood, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
HCM firmographics
Firmographics- Name
- HCM
- Legal name
- Harrison Capital Management
- Website
- https://harrisoncapitalmanagement.com
- Company type
- Private
- Founded year
- 2009
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Where HCM is headquartered
LocationHeadquarters
- HQ city
- Leawood
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
HCM business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Investment Advisory Services: Harrison Capital Management provides investment advisory services and is licensed to provide these through Elevation Advisory Partners LLC, a SEC Registered Investment Advisor. The firm earns revenue through advisory fees for financial planning, asset allocation, estate planning, retirement planning, and investment management services.
- Securities Brokerage: Securities are offered through Silver Oak Securities, Inc., Member FINRA/SIPC, generating revenue through brokerage commissions and transaction-based fees on securities trades.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Customized financial planning services tailored to individual client needs and circumstances |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
HCM product offering
Product offeringCore offering
Harrison Capital Management provides personalized financial advisory and wealth management services through licensed financial advisors. The firm delivers an integrated suite of eight financial planning services—Collaborative Financial Planning, Asset Allocation, Estate Planning, Educational Savings Plans (529 plans), Financial Planning for Business Owners, Retirement Planning, Insurance, and Investments—licensed through Elevation Advisory Partners LLC (SEC Registered Investment Advisor) and securities offered through Silver Oak Securities, Inc. (Member FINRA/SIPC).
Product overview
Harrison Capital Management (HCM) is a financial advisory firm offering a unified suite of wealth management services. The core offering consists of eight integrated financial planning services: Collaborative Financial Planning (the primary planning methodology), Asset Allocation, Estate Planning, Educational Savings Plans (529 plans), Financial Planning for Business Owners, Retirement Planning, Insurance, and Investments. These services are designed to work together to address the full spectrum of client financial needs from wealth accumulation to protection and legacy planning.
Differentiator
Problem solved
Functional benefit
Products and services
- Collaborative Financial Planning A consultative financial planning service that helps individuals develop comprehensive plans covering saving, budgeting, investing, tax planning, insurance planning, retirement planning, and estate planning tailored to their stage of life.
- Asset Allocation Investment management service that selects a mix of asset classes matching an investor's financial profile, investment preferences, and risk tolerance through diversification.
- Estate Planning Service helping clients establish wills, designate beneficiaries, choose executors, minimize estate taxes, and ensure assets are distributed according to their wishes.
- Educational Savings Plan Tax-advantaged investment vehicle using 529 plans to encourage saving for future higher education expenses with tax-deferred compound interest growth.
- Financial Planning for Business Owners Specialized financial planning service addressing unique challenges of business owners including transition to self-employment and business succession planning.
- Retirement Planning Strategic planning service helping clients prepare for retirement by optimizing savings, managing tax implications, and creating sustainable income strategies.
- Insurance Insurance advisory services providing peace of mind by protecting individuals, families, and assets through appropriate insurance coverage.
- Investments Investment advisory services helping clients build and manage investment portfolios aligned with their financial goals and risk tolerance.
Quantifiable outcome
- The asset-weighted average expense ratio for U.S. mutual funds and ETFs has fallen to 0.34%, down from 0.83% in 2005, indicating potential fee savings through proper fund selection
Companies that use HCM
Customer profileSegments3 records
Ideal customer profiles3 records
HCM technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
HCM partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Silver Oak Securities, Inc.coreSecurities offered through Silver Oak Securities, Inc., Member FINRA/SIPC. This is a critical partnership enabling the firm to offer securities products to clients. The firm operates under this registered broker-dealer for securities transactions.
- Elevation Advisory Partners LLCcoreHarrison Capital Management provides investment advisory services through Elevation Advisory Partners LLC, a SEC Registered Investment Advisor. This partnership enables the firm to offer regulated investment advisory services to clients under the Elevation Advisory Partners compliance framework.
Recent moves5 records
Expansion highlights4 records
HCM competitors and assessment
Company assessmentDirect peers
- Creative Planning: Large-scale RIA headquartered in Overland Park, KS (near HCM's Leawood HQ) offering comprehensive wealth management — investment management, estate, retirement, tax, and business owner planning — to a similar individual and business-owner client base. Most direct geographic and service-mix comparable.
- Carson Group: RIA and coaching/support organization partnering with independent financial advisors to deliver holistic wealth management, including investment, retirement, estate, and insurance planning — a partnership-driven model analogous to how HCM operates through Elevation Advisory and Silver Oak.
- Wealth Enhancement Group: Independent wealth management firm offering investment advisory, financial planning, retirement, and tax services, with a stated strategy of acquiring smaller RIAs — directly relevant as both peer and potential acquirer of firms like HCM.
- Buckingham Strategic Wealth: Fee-only RIA offering financial planning, investment management, estate, tax, and retirement services to individuals and families. Comparable comprehensive-service, planning-led RIA model.
- Mariner Wealth Advisors: National RIA providing integrated financial planning, investment management, estate, retirement, tax, and business-owner services to high-net-worth individuals and families. Closely matched comprehensive-service model.
- Sequoia Financial Group: Mid-sized RIA providing wealth management, investment advisory, financial planning, and institutional services to individuals and business owners — closely comparable integrated service offering.
Broad incumbents
- Focus Financial Partners: Public RIA aggregator and partnership platform supporting independent wealth management firms with investment, planning, estate, and retirement services. Relevant as both broad peer and potential strategic acquirer of small RIAs.
- Mercer Advisors: National RIA with comprehensive wealth management, estate, tax, and investment services for individuals, families, and business owners. Operates at much larger scale but with a directly overlapping service footprint.
- Edelman Financial Engines: Large established RIA providing financial planning, investment management, and retirement-income services to individuals and corporate 401(k) participants. Much larger incumbent offering overlapping individual-investor services.
Others
- Charles Schwab Advisor Services: Leading custodian and broker-dealer serving independent RIAs like HCM with custody, trading, and technology infrastructure. Ecosystem partner rather than direct competitor, but increasingly competing for retail advisory clients via Schwab Wealth Advisory.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat2 records
Key risks6 records
Key highlights6 records
Customer concentration
HCM financial estimates
Financial estimateRevenue estimate
Valuation estimate
HCM leadership team
Management profileNumber of profiles
Profiles1 record
HCM funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
HCM M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about HCM
What does HCM do?
Harrison Capital Management provides personalized financial advisory and wealth management services through licensed financial advisors. The firm delivers an integrated suite of eight financial planning services—Collaborative Financial Planning, Asset Allocation, Estate Planning, Educational Savings Plans (529 plans), Financial Planning for Business Owners, Retirement Planning, Insurance, and Investments—licensed through Elevation Advisory Partners LLC (SEC Registered Investment Advisor) and securities offered through Silver Oak Securities, Inc. (Member FINRA/SIPC).
Is HCM a public or private company?
HCM is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was HCM founded?
HCM was founded in 2009. It employs 1 to 10 people.
Where is HCM based?
HCM is headquartered in Leawood, United States, in the North America region.
How does HCM make money?
Two revenue lines are on record. Investment Advisory Services are the primary driver. The others are securities Brokerage.
Who are HCM's main competitors?
Direct peers on record are Creative Planning, Carson Group, Wealth Enhancement Group, Buckingham Strategic Wealth, Mariner Wealth Advisors and Sequoia Financial Group. Broad incumbents are Focus Financial Partners, Mercer Advisors and Edelman Financial Engines. Charles Schwab Advisor Services is listed as an others.
Does HCM have an API?
No public API is recorded for HCM.