Fort Henry Capital, LLC
Firm details
- Headquarters
- Wheeling, West Virginia
- CRD number
- 168695
- Registered since
- November 18, 2016
- Website
- www.forthenrycapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI61.02%
- Individuals32%
- Corporations / Businesses5.6%
- Charitable Organizations1.37%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Fort Henry Capital, LLC is an independent, owner-operated registered investment adviser formed as an LLC and SEC-registered in 2016. The firm serves both individual/family clients and institutional accounts, providing financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Fee arrangements include asset-based fees alongside hourly and fixed-fee engagements. The adviser does not identify as an active ESG investor, is not a multi-state adviser, and does not serve as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds92%
- Exchange Traded Equities3%
- Cash & Cash Equivalents3%
- US Government Bonds2%
Contacts
2 of 2
Jeremy Lowe
Financial AdvisorCRD 4088772
Russell Dunkin
Co-Owner & Financial AdvisorCRD 3105301
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 14Active vs passive
$180M in ETFs
90%
$162M
10%
$18.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $45.6M | 60,894 | 25.27% |
Location
Wheeling, WV
Ohio
Location
Wheeling, WV
Headquartered in Wheeling, WV, in the South of the United States.
- Region
- South
- County
- Ohio
- Address
- 48 14th St
- Time zone
- ET (UTC-5)
- Office locations
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