Harrison
Collins

Captrust

CRD#7226860
Investment Advisor
in Greenville, SC

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About this Advisor

Harrison Collins is a financial advisor based in Greenville, South Carolina, working with Captrust. Harrison has previously held positions at Cherry Bekaert LLP, Reynolds Investment Management, Full Time Student, and Capfinancial Partners, LLC (Captrust). Harrison has passed the Series 65 regulatory exam and is registered to provide services in South Carolina and Texas. Currently, Harrison is part of Captrust, which operates out of Greenville, South Carolina. The firm has 69 offices and 1,554 employees. The firm manages assets totaling $852.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. The fee structure at Captrust includes asset-based, hourly, fixed, and performance-based fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

1116 South Main Street
Greenville, SC 29601

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Captrust Brokerage Details

Total Assets Under Management

$852,173,054,617

SC Average: $3,625,019,099
Total Number of Employees

1,554

SC Average: 22
Total Number of Accounts

100,603

SC Average: 1,917
Average Account Size

$8,470,653

SC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters

Harrison Collins Work History

2022 - Present (3 years)

Capfinancial Partners, LLC (Captrust)

2019 - 2022 (3 years)

Reynolds Investment Management

2017 - 2019 (2 years)

Cherry Bekaert Llp

2015 - 2016 (1 year)

Full Time Student

2007 - 2015 (8 years)

Full Time Student

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Harrison Collins to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Captrust

Jeffrey Freiser
Tampa, FL
Andrew Costello
Roseville, CA
Mark Salazar
San Antonio, TX
James Cumalander
Wenatchee, WA
Jessica Mayo
San Antonio, TX
Daryl Deke
Nashville, TN
Nicholas Decenso
Raleigh, NC
Ryan Lee
Dayton, OH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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