Fort Henry Capital, LLC
Fort Henry Capital, LLC is an SEC-registered mass-market adviser in Wheeling, WV with $278.5M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Fort Henry Capital, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 168695, SEC 801-108626, data through 2026-02-17.
- AUM (assets under management / regulatory AUM)
- $278.5M (2026-02-17)
- Firm type
- Mass-Market Adviser
- Location
- Wheeling, WV
- Employees
- 2
- Clients
- 476
- CRD
- 168695
- Ownership
- LOWE, JEREMY, JUSTIN; DUNKIN, RUSSELL, WAYNE; PICKETT, ADAM
How much AUM does Fort Henry Capital, LLC have?
Fort Henry Capital, LLC reported $278.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-17).
Who owns Fort Henry Capital, LLC?
Disclosed owners and executives of Fort Henry Capital, LLC include LOWE, JEREMY, JUSTIN, DUNKIN, RUSSELL, WAYNE, PICKETT, ADAM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.