Fort Henry Capital, LLC

Fort Henry Capital, LLC (CRD# 168695) is a financial advisory firm headquartered in Wheeling, WV. They manage $222,342,331 in 437 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
48 Fourteenth Street, Wheeling, WV 26003
http://www.forthenrycapital.com
By the Numbers
  • Total Assets Under Management
    222
    MILLION
  • Total Number of Accounts
    437
    ACCOUNTS
  • Average Account Value
    $508,793
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
The map below shows states where this firm has explicit registration only.

NC, NE, OH, PA, WV

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

Russell Dunkin (CRD# 3105301) is an Investment Advisor Representative working at Fort Henry Capital, LLC in Wheeling, WV and has over 25 years of experience in the finance industry.

2
Jeremy Lowe, financial advisor Wheeling WV
Jeremy J. Lowe
CRD#: 4088772
48 Fourteenth Street, Wheeling, WV 26003

Jeremy Lowe (CRD# 4088772) is an Investment Advisor Representative working at Fort Henry Capital, LLC in Wheeling, WV and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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