HENLEY ADVISORS, LLC

Overview

Henley Advisors, LLC is a small, client-focused registered investment adviser that manages portfolios for individuals and families and provides pension consulting and adviser selection services. The firm operates as a capital allocator, combining core public fund allocations with access to third‑party alternative managers when appropriate. Henley Advisors, LLC charges fees based on a percentage of assets under management (and other fee arrangements) and appears to run a high-touch practice given its modest asset base. Investment preferences tilt toward pooled public funds and mutual funds for core equity and fixed income exposure, supplemented by allocations to external alternative fund managers in real estate, commodities, and oil & gas. Henley Advisors, LLC is not identified as an active ESG investor and is not structured as a multistate adviser. The firm also has an affiliation with an insurance company, which aligns with its use of annuities as part of the investment menu.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices