WHEELING, WVCRD 168695Latest ADV February 17, 2026
Fort Henry Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wheeling, WV. Its latest Form ADV filing, dated February 17, 2026, reports $278M in regulatory assets under management, 2 employees, and 476 accounts.
Top client segmentIndividuals represent 79.8% of total clients.
Top client categories% of clientsClients
1
Individuals
79.8%
380
2
HNWI
18.1%
86
3
Corporations
1.5%
7
4
Charitable
0.6%
3
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$278Mas of February 17, 2026
Discretionary98.4%
$274M
98% of total RAUM98.4%
Non-discretionary1.6%
$4M
2% of total RAUM1.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$278M
Total Accounts476
10Y AUM Change+$171M (+159.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee238:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.