Jeremy Lowe
Fort Henry Capital · Wheeling, West Virginia
Jeremy Lowe is a fee-only financial advisor at Fort Henry Capital in Wheeling, West Virginia, who holds the CFP credential. Fort Henry Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Jeremy →
Facts
| Firm | Fort Henry Capital |
|---|---|
| Based in | Wheeling, West Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $278.5M across 476 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WV · CRD 4088772 |
| Exams passed | Series 63 (2000) · Series 65 (2000) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.forthenrycapital.com |
How Jeremy's firm compares
- Fort Henry Capital's average account is about $585,000, from its Form ADV (assets managed divided by 476 accounts).
Request an introduction to Jeremy
Tell Jeremy a little about what you're looking for. Jeremy isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jeremy
Is Jeremy Lowe a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeremy holds no broker registration, and Fort Henry Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeremy charge for financial advice?
Jeremy's firm, Fort Henry Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jeremy Lowe based?
Jeremy Lowe is based in Wheeling, West Virginia.
What credentials does Jeremy Lowe hold?
Jeremy Lowe holds the CFP credential.
Is Jeremy Lowe registered with the SEC?
Yes. Jeremy Lowe is registered as an investment adviser representative in WV (CRD 4088772), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fort Henry Capital manage?
Fort Henry Capital reports $278.5M across 476 accounts in assets under management.
How do I contact Jeremy Lowe?
Through Jeremy's website, www.forthenrycapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.