H
$130.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
600 ADV. Clients
29 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Catalyst
- Established Date
- 08-06-1996
- Office Locations
- 1
Office Locations
60 Churchman AVE Beech Grove IN
About Henthorn Agency, Inc.
Henthorn Agency, Inc. is an independent Beech Grove, IN firm providing personal and commercial insurance alongside risk management, financial planning, and tax planning/preparation for individuals and business owners. For investment management, its reported SMA mix is ETF-heavy with allocations to U.S. government/agency bonds, and it works with major custodians such as Charles Schwab.
Team overview
57 AVG AGE
$130.0M AVG AUM / ADVISOR
$216.7K AVG AUM / CLIENT
15.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
29yrs Firm Age
Insights
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Asset Classes
Element
Client Personas
Momentum
Custodian
North Signal value
Investment Themes
Ridge Momentum beacon Optima
Investment Vehicles
Vertex Harbor vital
Services
Pioneer capital Quantum Horizon optima Atlas Oak insight Capital Harbor vital Ridge peak
Technology
Ridge harbor
Owner & Executives
BRADLEY JOHN HENTHORN
VICE PRESIDENT
- CRD
- #2295896
- Ownership
- 50% but less than 75%
(409) 374-3460
bridge.oak@momentumcapital.com
in linkedin.com/in/bridge-eagle
KRISTOPHER ROBERT HENTHORN
President
- CRD
- --
- Ownership
- 50% but less than 75%
(660) 782-1978
legacy.horizon@bridgecapital.com
in linkedin.com/in/timber-momentum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $130,000,000 | -- |
| Total | $130,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $130,000,000
Equity - Exchange:
27.3% U.S. Government/Agency:
44.5% Cash:
28.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,298,546,937 | 27.3% |
| U.S. Government/Agency | $2,116,679,073 | 44.5% |
| Cash | $1,341,356,176 | 28.2% |
| Total | $4,756,582,186 | 100.0% |