Fort Henry Capital, LLC
Fort Henry Capital, LLC (CRD# 168695) is a financial advisory firm headquartered in Wheeling, WV. They manage $222,342,331 in 437 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management222MILLION
-
Total Number of Accounts437ACCOUNTS
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Average Account Value$508,793
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC, NE, OH, PA, WV
Financial Advisors at Fort Henry Capital, LLC
1
Russell Dunkin (CRD# 3105301) is an Investment Advisor Representative working at Fort Henry Capital, LLC in Wheeling, WV and has over 25 years of experience in the finance industry.
2
Jeremy Lowe (CRD# 4088772) is an Investment Advisor Representative working at Fort Henry Capital, LLC in Wheeling, WV and has over 24 years of experience in the finance industry.
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