Fort Henry Capital, LLC

Fort Henry Capital, LLC (CRD# 168695) is a financial advisory firm headquartered in Wheeling, WV. They manage $97,875,342 in 546 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    98
    MILLION
  • Total Number of Accounts
    546
    ACCOUNTS
  • Average Account Value
    $179,259
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH, PA, WV

Financial Advisors at Fort Henry Capital, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Russell W. Dunkin
CRD#: 3105301
48 Fourteenth Street, Wheeling, WV 26003
96
Wealthminder
score

Russell Dunkin (CRD# 3105301) is an Investment Advisor Representative working at Fort Henry Capital, LLC in Wheeling, WV and has over 18 years of experience in the finance industry. Russell Dunkin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jeremy J. Lowe
CRD#: 4088772
48 Fourteenth Street, Wheeling, WV 26003
96
Wealthminder
score

Jeremy Lowe (CRD# 4088772) is an Investment Advisor Representative working at Fort Henry Capital, LLC in Wheeling, WV and has over 16 years of experience in the finance industry. Jeremy Lowe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.