FORT HENRY CAPITAL, LLC

Overview

Fort Henry Capital, LLC operates as an independent registered investment adviser that serves both individual/family and institutional clients. The firm offers financial planning, portfolio management for individuals and small businesses, portfolio management for institutions and businesses, and pension consulting. Its fee model is flexible — a blend of percentage-of-AUM billing alongside hourly and fixed-fee arrangements — which supports both ongoing wealth management and discrete planning or consulting engagements. Investment activity centers on public funds and ETFs as the primary building blocks of client portfolios, with a clear emphasis on core passive exposure. The firm is not positioned as an active ESG investor and is not set up as a multi-state adviser or a capital allocator, but it does deploy third-party managers for real estate allocations and uses corporate debt and mutual funds to round out portfolios. Most client relationships appear to be managed on a discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices