$30.5M Total AUM
$30.5M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
20 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- BridgeEagle
- Established Date
- 09-28-2005
- Office Locations
- 1
Office Locations
11779 HWY 2 Suite 106 Leavenworth WA
About Mchenry Capital, L.l.c.
McHenry Capital, LLC is a fee-only RIA serving families—often through major life transitions—with holistic wealth management and coaching via its Foundation Program to get household finances in order. Portfolios are primarily ETF-based (with some public funds and cash) and may be custodied at Charles Schwab. Registered in Washington and Texas and uses a “Return on Life” planning lens.
Team overview
-- AVG AGE
$30.5M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
20.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
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Client Personas
Horizon signal
Custodian
Focus Focus Value wave Legacy Pioneer Oak
Investment Themes
Vital ridge Capital Insight zenith
Investment Vehicles
Peak
Platform
Summit
Services
Quantum Insight signal Momentum foundation Signal capital Bridge vector
Technology
Radial summit Glacier
Owner & Executives
M
MICHAEL CARLETON MCHENRY
Chief Compliance Officer, Founder, President
- CRD
- #3138765
- Ownership
- 75% or more
(971) 421-2806
capital.beacon@atlascapital.com
in linkedin.com/in/fusion-legacy
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,536,983 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,536,983 | -- |
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Separately Managed Accounts
Total SMA Asset: $30,536,983
Public Funds:
14.2% Equity - Exchange:
36.3% Cash:
49.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $735,132,844 | 14.2% |
| Equity - Exchange | $1,879,248,046 | 36.3% |
| Cash | $2,562,610,972 | 49.5% |
| Total | $5,176,991,862 | 100.0% |