H
$31.3M Total AUM
$23.0M Disc. AUM
-- 3Y CAGR
1 Employees
159 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-01-2007
- Office Locations
- 1
Office Locations
2108 Central Blvd Brownsville TX
About Henderson Capital & Wealth Management, LLC
Henderson Capital & Wealth Management, LLC is a Brownsville-based RIA. The firm has been operating for 19 years. Managing $31.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
50 AVG AGE
$31.3M AVG AUM / ADVISOR
$197.0K AVG AUM / CLIENT
19.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
D
DONALD STEPHEN HENDERSON
Chief Compliance Officer, Investment Advisor, President
- CRD
- #4065922
- Ownership
- 75% or more
Available
Available
Available
I
ISABEL HENDERSON
--
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,034,475 | -- |
| Non-Discretionary | $8,286,391 | -- |
| Total | $31,320,866 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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