Fort Henry Capital, LLC

RIASEC Registered

Total AUM

$278M

Discretionary

$274M

98% of AUM

Avg account

$585K

Accounts

476

Employees

Advisory reps

Firm details

Headquarters: Wheeling, West Virginia
CRD number: 168695
Registered since: November 18, 2016
Website: www.forthenrycapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI61.02%
Individuals32%
Corporations / Businesses5.6%
Charitable Organizations1.37%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Fort Henry Capital, LLC is an independent, individually owned registered investment adviser that registered with the SEC in 2016. The firm serves both individual and family clients as well as institutional mandates and provides financial planning, portfolio management for individuals/small businesses and for businesses or institutions, plus pension consulting services. Its fee arrangements include asset-based fees, hourly charges and fixed-fee engagements. The firm does not position itself as a capital allocator and is not identified as an active ESG investor.