$278.5M Total AUM
$274.0M Disc. AUM
13.1% 3Y CAGR
2 Employees
476 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Element ridgeOak quantum
- Established Date
- 01-30-2014
- Office Locations
- 1
Office Locations
48 Fourteenth Street Wheeling WV
About Fort Henry Capital, LLC
Fort Henry Capital is a Wheeling, WV-based RIA providing investment management and comprehensive financial and retirement planning for individuals and families, serving clients across more than 10 states. Advisors include CFP professionals and work proactively on an ongoing basis to align portfolios and plans with client goals. Custody includes Charles Schwab.
Team overview
46 AVG AGE
$139.2M AVG AUM / ADVISOR
$585.0K AVG AUM / CLIENT
12.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
12yrs Firm Age
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Asset Classes
Optima Unison vector
Client Personas
Focus atlas
Custodian
Prime horizon Foundation harbor Insight Horizon
Investment Themes
Crest Fusion signal
Investment Vehicles
Insight legacy
Platform
Element
Services
Fusion horizon Eagle oak Bridge matrix Glacier Unison Crest quantum Wave Quantum
Technology
Vertex Harbor
Owner & Executives
RUSSELL WAYNE DUNKIN
Financial Advisor, General Partner
- CRD
- #3105301
- Ownership
- 50% but less than 75%
(954) 435-8514
crest.element@zenithcapital.com
in linkedin.com/in/pathway-matrix
J
JEREMY JUSTIN LOWE
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #4088772
- Ownership
- 50% but less than 75%
(517) 620-2947
bridge.quantum@signalcapital.com
in linkedin.com/in/prime-pioneer
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $274,011,841 | $576,867 |
| Non-Discretionary | $4,469,246 | $4,469,246 |
| Total | $278,481,087 | $585,044 |
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Separately Managed Accounts
Total SMA Asset: $278,481,087
Public Funds:
10.8% Cash:
36.1% Equity - Exchange:
36.5% U.S. Government/Agency:
16.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $239,559,802 | 10.8% |
| Cash | $800,750,820 | 36.1% |
| Equity - Exchange | $809,623,405 | 36.5% |
| U.S. Government/Agency | $368,212,288 | 16.6% |
| Total | $2,218,146,315 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HORIZON PATHWAY | BEACON BEACON | ZML3CE3YL | RDM | 10.69% | $119,069,315 |
| QUANTUM MOMENTUM | BEACON OAK | PIAD3I1B6 | GIATV | 10.77% | $31,554,510 |
| CATALYST PRIME MOMENTUM | FOUNDATION RIDGE | 9LILHJBVK | JOVFA | 5.50% | $29,266,643 |
| MOMENTUM CREST | TIMBER FOCUS | 8E6VQERHH | CVLYP | 2.00% | $4,976,049 |
| UNISON RIDGE | HORIZON HORIZON | HSMKQ0N0Q | UCCSH | 5.93% | $50,860,844 |
| BRIDGE OAK DELTA | PRIME MOMENTUM | RMEDFDVP6 | HJDCT | 10.12% | $15,531,024 |
| ALPHA TIMBER | SUMMIT PEAK | 5F3TWI6U1 | FXDMO | 5.45% | $41,846,967 |
| DELTA SUMMIT | BRIDGE FRONTIER | 9L1MHC2JF | WGOU | 0.68% | $86,394,660 |