# Fort Henry Capital, LLC

> Fort Henry Capital, LLC is an SEC-registered investment advisory firm in Wheeling, WV, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 17, 2026.

- CRD: 168695
- Filed as: FORT HENRY CAPITAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wheeling, WV
- Filing period: October 2026
- Form ADV filing dated: February 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/168695
- AdvisorCensus page: https://advisorcensus.com/firm/fort-henry-capital-llc-wheeling-wv-168695

## Quick answers

**How is Fort Henry Capital, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Fort Henry Capital, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Fort Henry Capital, LLC charge?**
Its Form ADV Part 2A brochure dated February 17, 2026 states: Flat fee: $500 to $5,000 (financial planning and/or consulting services…); Hourly rate: $150 to $400 an hour (financial planning and/or consulting services…). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Fort Henry Capital, LLC located?**
Fort Henry Capital, LLC's principal office is in Wheeling, WV, according to its Form ADV.

**Is Fort Henry Capital, LLC registered with the SEC or a state?**
Fort Henry Capital, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 168695.

**How much does Fort Henry Capital, LLC manage?**
Fort Henry Capital, LLC reports $278,481,087 in regulatory assets under management in its Form ADV filing dated February 17, 2026 (98% discretionary).

**How have Fort Henry Capital, LLC's assets and staff changed since 2021?**
In the Form ADV data for Fort Henry Capital, LLC: Regulatory assets under management: $184,257,936 in the October 2021 data and $278,481,087 in the October 2026 data, up 51%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Fort Henry Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (380); high net worth individuals (86); corporations or other businesses not listed above (7).

**Which custodians does Fort Henry Capital, LLC use?**
Fort Henry Capital, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Fort Henry Capital, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/168695

**What changed in Fort Henry Capital, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $240,303,428 to $278,481,087 (+16%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 17, 2026)

- Flat fee: $500 to $5,000 (financial planning and/or consulting services…)

> Registrant’s planning and consulting fees are non-negotiable, but generally range from $500 to $5,000 on a fixed fee basis

- Hourly rate: $150 to $400 an hour (financial planning and/or consulting services…)

> from $150 to $400 on an hourly rate basis, depending upon the level and scope of the service(s) required

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $278,481,087
- Discretionary: $274,011,841
- Non-discretionary: $4,469,246

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 380 | $89,127,472 |
| High net worth individuals | 86 | $169,940,575 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 3 | $3,817,788 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 7 | $15,595,252 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2016 (9 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC, NE, OH, PA, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- forthenrycapital.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $184,257,936 | 2 | March 8, 2021 |
| October 2022 | $211,533,839 | 2 | February 23, 2022 |
| October 2023 | $194,699,562 | 2 | March 10, 2023 |
| October 2024 | $222,342,331 | 2 | February 15, 2024 |
| October 2025 | $240,303,428 | 2 | February 10, 2025 |
| October 2026 | $278,481,087 | 2 | February 17, 2026 |

Regulatory assets under management: $184,257,936 in the October 2021 data and $278,481,087 in the October 2026 data, up 51%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $240,303,428 to $278,481,087 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fort Henry Capital, LLC (CRD 168695): Form ADV filing data as of October 2026.