Fort Henry Capital, LLC
● SEC registered since 2016CRD 168695SEC# 801-108626Wheeling, WV
Reg. AUM
$278.5M
Employees
2
Accounts
476
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 $278.5 million in regulatory assets under management and employs 2 people.
Fort Henry Capital, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeremy Justin Lowe Control | Member / Chief Compliance Officer | 50-75% | 2014 |
| Russell Wayne Dunkin Control | Member | 50-75% | 2014 |
Frequently asked questions
How much does Fort Henry Capital, LLC manage?
Fort Henry Capital, LLC reports $278.5 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
| Address | 48 Fourteenth Street, Wheeling, WV 26003 |
| Phone | 304-232-0422 |
| Fax | 304-232-5329 |
| Office hours | By Appointment Only |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$278.5M▲ 16%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$278.5Mregulatory AUM
Discretionary $274MNon-discretionary $4.5M