Henderson Capital & Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$31,320,866
Clients
159
9% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
159
Very HighAverage account size
$196,987
About
Henderson Capital & Wealth Management is an independent, single‑advisor investment adviser that manages approximately $31.3 million for about 159 clients, serving individuals, corporations and pension or other employee benefit plans. The firm offers ongoing discretionary and non‑discretionary portfolio management, investment consulting, financial planning and pension/401(k) plan consulting.
The firm’s investment process emphasizes asset allocation, diversification and a mix of strategic and tactical rebalancing informed by economic outlooks, charting, fundamental, technical and cyclical analysis. Portfolios typically incorporate mutual funds, ETFs, individual stocks and bonds, REITs and MLPs, and the adviser generally requests discretionary authority while also providing non‑discretionary recommendations when requested.
Distinctive aspects include the disclosed use, in certain circumstances, of inverse and inverse‑leveraged ETFs for short‑term, tactical positioning—an approach the brochure explicitly characterizes as higher risk and intended for sophisticated, highly risk‑tolerant investors. The firm also provides employer retirement plan services with installation and per‑participant maintenance fees and may engage third‑party sub‑advisers to perform financial planning, which are notable operational features for a solo independent adviser.
Client services
Financial planning
Portfolio management
Investment consulting
Expertise
Real estate investing
Fee options
Fixed fee based on estimated hours and project complexity
$0 - $2,000,000: 1.00% or less annually $2,000,000 - $8,000,000: 0.75% or less annually Above $8,000,000+: Negotiable
$50 to $150 per hour
Main office location
Henderson Capital & Wealth Management, LLC
2108 Central Blvd
Brownsville TX 78520, United States
Number of offices
1
Most active in
Henderson Capital & Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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