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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-30-2014
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between February 10, 2025 and February 17, 2026, reported AUM increased 15.9%, from $240.3M to $278.5M.
Across 5 reported observations, AUM increased 31.6% between February 23, 2022 and February 17, 2026, from $211.5M to $278.5M.
Of the latest reported AUM, 98.4% is discretionary and 1.6% is non-discretionary.
The firm reports 2 advisory representatives and 476 clients, or 238 clients per representative. That equates to $585.0K in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on February 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
RUSSELL WAYNE DUNKIN
Financial Advisor, General Partner
- CRD
- #3105301
- Ownership
- 50% but less than 75%
JEREMY JUSTIN LOWE
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #4088772
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| 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
SMA allocation detail is available
Fort Henry Capital, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Fort Henry Capital, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.