Firm
Fort Henry Capital
Wheeling, West Virginia
Fee-only
Fort Henry Capital at a glance
- One of 12 fee-only firms based in West Virginia in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 466 individual clients, 86 of them high net worth.
- Its average account is about $585,000 (assets it manages divided by its 476 accounts).
Facts
| Based in | Wheeling, West Virginia |
|---|---|
| Website | forthenrycapital.com |
| Phone | (304) 232-0422 |
Fort Henry Capital fees
Fort Henry Capital doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $278 million |
| Individual clients | 380 |
| High-net-worth clients | 86 |
| Accounts managed | 476 |
| Employees | 2 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-108626) |
| Financial planning | Offered |
| Form ADV filed | February 17, 2026 |
| SEC record | CRD 168695 |