Henington Group Ria LLC

Overview

Henington Group Ria LLC is an independent, owner-operated registered investment adviser that acts as a capital allocator for a mix of individual, family and institutional clients. The firm charges fees as a percentage of assets under management and combines traditional portfolio management and financial planning with insurance brokerage services. Advisory capabilities include discretionary portfolio management for individuals and small businesses, financial planning, and selection of other advisers, which signals regular use of third-party managers to fill specialized mandates. Investment posture tilts toward equities as the primary exposure, with exchange-traded equities identified as the single largest asset class on the platform. The firm is not positioned as an active ESG investor and operates from a single-state footprint. Given the client base and service mix, Henington Group Ria LLC appears to run bespoke portfolios for high-net-worth households while deploying outsourced managers and mutual funds where it makes sense.

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Public Holdings

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Location & Offices