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FORT HENRY CAPITAL, LLC
CRD 168695 · SEC 801-108626
48 FOURTEENTH STREET, WHEELING, WV, 26003, United States
Phone
304-232-0422
Fax
304-232-5329
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$278.5M
Discretionary AUM
$274.0M
Team
2 total employees; 2 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 380 | $89.1M |
| High net worth individuals | 86 | $169.9M |
| Charitable organizations | 3 | $3.8M |
| Corporations/business entities | 7 | $15.6M |
States served
NE, NC, OH, PA, WV
All web addresses on file
Official SEC filing: View on IAPD