Travis Henry
Factory · Los Angeles, California
Travis Henry is a fee-only financial advisor at Factory in Los Angeles, California. Factory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Who they serve
- Founders
Facts
| Firm | Factory |
|---|---|
| Based in | Los Angeles, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $102.5M across 26 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 5953648 |
| Exams passed | Series 65 (2016) · Series 66 (2011) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | thefactoryhq.com |
| Profile |
How Travis's firm compares
- Factory's average account is about $3.9 million, from its Form ADV (assets managed divided by 26 accounts).
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Questions about Travis
Is Travis Henry a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Travis holds no broker registration, and Factory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Travis charge for financial advice?
Travis's firm, Factory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Travis Henry based?
Travis Henry is based in Los Angeles, California.
Is Travis Henry registered with the SEC?
Yes. Travis Henry is registered as an investment adviser representative in CA and TX (CRD 5953648), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Factory manage?
Factory reports $102.5M across 26 accounts in assets under management.
How do I contact Travis Henry?
Through Travis's website, thefactoryhq.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
- Factory website : specialties, clients served, and fees, checked October 30, 2026
- 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.
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