Henthorn Agency, Inc.

RIASEC Registered
Total AUM
$130M
Discretionary
$0
0% of AUM
Avg account
$433K
Accounts
300
Employees
1
Advisory reps
2

Firm details

Headquarters
Beech Grove, Indiana
CRD number
121607
Custodians
CHARLES SCHWAB & CO., INC., TD AMERITRADE, INC.
Fee structure
Hourly Charges, Fixed Fees, Commissions
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Henthorn Agency, Inc. operates as an independent registered investment adviser serving individual and family clients. The firm combines advisory work—financial planning and portfolio management for individuals and small businesses—with business activities as an insurance broker and accountant. Ownership is at the individual level. Compensation methods include hourly charges, fixed fees and commissions. The firm does not describe itself as an ESG investor and is not registered as a multistate adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, US Government Bonds 20%, Cash & Cash Equivalents 5%75%
  • Exchange Traded Equities75%
  • US Government Bonds20%
  • Cash & Cash Equivalents5%

Contacts

2 of 2
  • Bradley Henthorn

    Bradley Henthorn

    Vice PresidentCRD 2295896

  • Kristopher Henthorn

    PresidentCRD 4559493

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Beech Grove, IN

Marion

Location

Beech Grove, IN

Headquartered in Beech Grove, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.

Metro area
Indianapolis-Carmel-Muncie, IN
Region
Midwest
County
Marion
Address
60 Churchman Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth