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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-01-2007
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 73.5% is discretionary and 26.5% is non-discretionary.
The firm reports 1 advisory representatives and 159 clients, or 159 clients per representative. That equates to $197.0K in reported AUM per client.
The profile lists 1 reported office location and 19 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
DONALD STEPHEN HENDERSON
Chief Compliance Officer, Investment Advisor, President
- CRD
- #4065922
- Ownership
- 75% or more
ISABEL HENDERSON
--
- CRD
- --
- Ownership
- 10% but less than 25%
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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
SMA allocation detail is available
Henderson Capital & Wealth Management, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.