MH
Matthew E. Harrison
DOCSA CAPITAL MANAGEMENT
PORTAGE, MI 49024
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CRD#: 8039848
MH
Professional summary
Matthew Earl Harrison is a registered financial advisor currently at DOCSA CAPITAL MANAGEMENT, INC. located in Portage, Michigan.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Matthew has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
tkc Capital Research, registered address 40600 Ann Arbor Road East, Suite 201, Plymouth, MI and operated from, Kalamazoo, MI, founder/owner, since 1/2024, consultant on best practices for managing investor relations for public companies including communications, business intelligence and corporate access; takes place during market hours and general business hours on an as needed basis; approximately 50 hours per month.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Earl Harrison's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 7, 2025 - Present
DOCSA CAPITAL MANAGEMENT, INC.
Office #1: 8080 Moorsbridge Rd Suite 200, Portage, MI 49024RIA
CRD#: 124302
PORTAGE, MI
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(3/7/2025)
IAR
Florida(7/11/2025)
IAR
Louisiana(3/18/2025)
IAR
Michigan(3/7/2025)
Exams
Current Firm
DOCSA CAPITAL MANAGEMENT, INC.
DOCSA CAPITAL MANAGEMENT, INC.
CRD#: 124302 / SEC#:
California
Registered Investment Advisory firm - (4/30/2001 Approved)Florida
Registered Investment Advisory firm - (3/3/2017 Approved)Louisiana
Registered Investment Advisory firm - (9/9/2019 Approved)Michigan
Registered Investment Advisory firm - (10/9/1995 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8080 Moorsbridge Rd Suite 200, Portage, MI 49024
Mailing Address
Phone number
(269) 488-2322
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 219 |
| AUM (Assets Under Management) | $ 85,950,371 |
Red Flags
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Company Information
DOCSA CAPITAL MANAGEMENT, INC.
CRD#: 124302Portage, MI 49024TRUST BUT VERIFY
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