FORT HENRY CAPITAL, LLC

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

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 Status	Approved
Firm CRD#	168695
SEC#	801-108626
Assets Managed by Firm	$240,303,428
No. of Clients	453
No. of Advisors	2

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 Clients	AUM
Firm Total	453	$240,303,428
Individuals (other than high net worth individuals)	369	$85,748,013
High net worth individuals	75	$136,901,886
Charitable organizations	3	$3,307,001
Corporations or other businesses	6	$14,346,528

More Retirement Planning firms in Wheeling, West Virginia:

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MCKINLEY CARTER WEALTH SERVICES, INC. 2100 Market Street Wheeling, WV, 26003	$2,260,993,682	5211	48
SECURITY CAPITAL MANAGEMENT 1300 Chapline Street Wheeling, WV, 26003	$1,018,623,006	2291	21
WESBANCO INVESTMENT DEPARTMENT One Bank Plaza, Fifth Floor Wheeling, WV, 26003-3565	$839,421,117	6	15
NTV ASSET MANAGEMENT, LLC 170 Summers Street, Suite 200 Charleston, WV, 25301-1800	$822,275,700	824	5
COMMONWEALTH FINANCIAL SERVICES 373 Timberline Parkway Vienna, WV, 26105	$774,786,979	4851	26

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