HENDERSON CAPITAL & WEALTH MANAGEMENT, LLC

Overview

Henderson Capital & Wealth Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on advising individuals and families, offering financial planning and portfolio management services targeted at individuals and small businesses. Its fee model includes a percentage-of-AUM component alongside hourly and fixed-fee arrangements, allowing flexibility for different client needs. The adviser does not self-identify as a capital allocator and is not flagged as an active ESG investor. Its advisory scope appears concentrated rather than institutional: it is not listed as a multi-state adviser, pension consultant, or related adviser, and it is not newly formed.

Assets & Accounts

Public Holdings

Investments & Alternatives