# McHenry Capital, L.L.C.

> McHenry Capital, L.L.C. is a state-registered investment advisory firm in Leavenworth, WA, registered since 2006, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 136594
- Filed as: MCHENRY CAPITAL, L.L.C.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Leavenworth, WA
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/136594
- AdvisorCensus page: https://advisorcensus.com/firm/mchenry-capital-l-l-c-leavenworth-wa-136594

## Quick answers

**How is McHenry Capital, L.L.C. compensated?**
On its Form ADV (Item 5.E, October 2026), McHenry Capital, L.L.C. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is McHenry Capital, L.L.C. located?**
McHenry Capital, L.L.C.'s principal office is in Leavenworth, WA, according to its Form ADV.

**Is McHenry Capital, L.L.C. registered with the SEC or a state?**
McHenry Capital, L.L.C. is a state-registered investment advisory firm, registered since 2006. Status as filed: APPROVED. CRD 136594.

**How much does McHenry Capital, L.L.C. manage?**
McHenry Capital, L.L.C. reports $30,536,983 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary).

**What types of clients does McHenry Capital, L.L.C. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (9); high net worth individuals (9).

**Does McHenry Capital, L.L.C. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/136594

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $30,536,983
- Discretionary: $30,536,983
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $5,163,481 |
| High net worth individuals | 9 | $25,373,502 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2006 (20 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [mchenrycapital.com](https://mchenrycapital.com)
- [returnonlifecoach.com](https://returnonlifecoach.com)
- Facebook @mchenrycap
- LinkedIn @mchenry-capital-llc
- X @CARLETONMCHENRY

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. McHenry Capital, L.L.C. (CRD 136594): Form ADV filing data as of October 2026.