PPrivate Fund Data Log in Join · $37/mo

Fort Henry Capital, LLC

● SEC registered since 2016CRD 168695SEC# 801-108626Wheeling, WV
Export (members)
Reg. AUM
$240.3M
Employees
2
Accounts
453
Location
Wheeling, WV

Fort Henry Capital, LLC assets under management

Fort Henry Capital, LLC is a registered investment adviser overseen by the SEC based in Wheeling, WV. The firm has been registered since 2016. It reports $240.3 million in regulatory assets under management and employs 2 people.
www.forthenrycapital.comView on SEC.gov ↗

Fort Henry Capital, LLC owners & executives

2 reported
NameTitleOwnershipSince
Jeremy Justin Lowe ControlMember / Chief Compliance Officer50-75%2014
Russell Wayne Dunkin ControlMember50-75%2014

Frequently asked questions

How much does Fort Henry Capital, LLC manage?

Fort Henry Capital, LLC reports $240.3 million in regulatory assets under management on its Form ADV.

How many employees does Fort Henry Capital, LLC have?

Fort Henry Capital, LLC reports 2 employees.

Where is Fort Henry Capital, LLC located?

Fort Henry Capital, LLC is based in Wheeling, WV and has been SEC-registered since 2016.

Does Fort Henry Capital, LLC disclose fund performance?

Fort Henry Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address48 Fourteenth Street, Wheeling, WV 26003
Phone304-232-0422
Fax304-232-5329
Office hoursBy Appointment Only
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$236.2M
Non-discretionary$4.1M
Total (RAUM)$240.3M