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FORT HENRY CAPITAL, LLC

48 Fourteenth Street
Wheeling, West Virginia 26003
Tel: 304-232-0422

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About FORT HENRY CAPITAL, LLC

FORT HENRY CAPITAL, LLC, formally registered with the SEC as FORT HENRY CAPITAL, LLC. The firm was established in 11/18/2016. They have over 1 offices throughout the country.

FORT HENRY CAPITAL, LLC is a Wheeling, West Virginia based Financial Planning firm with nearly $240,303,428 assets under management, offering retirement planning & investment advisory services to 453 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#168695
SEC#801-108626
Assets Managed by Firm$240,303,428
No. of Clients453
No. of Advisors2

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total453$240,303,428
Individuals (other than high net worth individuals)369$85,748,013
High net worth individuals75$136,901,886
Charitable organizations3$3,307,001
Corporations or other businesses6$14,346,528

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