Fort Henry Capital, LLC

Overview

Fort Henry Capital, LLC is an SEC registered investment adviser based in Wheeling, WV, registered since 2016. It reports $278M in assets under management across 476 accounts, with 2 employees. It has 2 investment adviser representatives.

Reported AUM

$278M

Discretionary

98%

Accounts

476

Average account

$585K

Employees

2

Advisory reps

2

Registered since

2016

Jurisdictions

5

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Jeremy Justin Lowe Member, Chief Compliance Officer CRD 4088772
• Russell Wayne Dunkin Member CRD 3105301

Advisory reps 2 of 2

• Russell Wayne Dunkin Investment Adviser Rep CRD 3105301
• Jeremy Justin Lowe Investment Adviser Rep CRD 4088772

Location

Headquarters

48 14th St
Wheeling, WV 26003

County

Ohio

Metro area

Wheeling, WV-OH

Region

South

Registrations

• SEC registered
• Registered in 5 jurisdictions
• Website: forthenrycapital.com

Every state, with registration dates

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