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Building 2FORT HENRY CAPITAL, LLC

Map pinWHEELING, WV
Phone304-232-0422
NotebookSEC #801-108626
Total AUM
$278.5M
Employees
2
Clients
476

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
48 FOURTEENTH STREET
WHEELING
WV 26003
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
304-232-0422

ReceiptFinancials

Total AUM
$278.5M
Accounts
476
Discretionary
$274M
Accounts
475
Non-Discretionary
$4.5M
Accounts
1

ContactClients

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Individual Clients
380
AUM
$89.1M
HNW Individual Clients
86
AUM
$169.9M
Charitable Organization Clients
3
AUM
$3.8M
Corporation or Business Clients
7
AUM
$15.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCNEOHPAWV

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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