Leavenworth, WA Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
McHenry Capital, L.L.C.
Independent
Firm-wide stats for McHenry Capital, L.L.C.
Total advisors
1Clients per advisor
18 TypicalAvg AUM per client
$1,696,499 Very HighHNW client ratio
50% HighAbout
McHenry Capital is a fee-only wealth management firm that advises individuals, families (including high-net-worth clients) and retirement plans through ongoing discretionary portfolio management and comprehensive financial planning. The firm offers a structured multi-step Foundation Program for ongoing clients as well as one-time engagements such as a Get Started planning option and standalone college-planning services.
The firm frames planning around a "Return on Life" concept and applies a five-step process that covers cash flow, protection, estate, investment and college/retirement/tax planning with regular check-ins and annual reviews. Investment implementation combines a factor- and risk-based, rules-driven approach built from outside model strategies with fundamental and technical analysis, using individual equities, ETFs and mutual funds; accounts are typically managed on a discretionary basis and the firm may employ margin and options strategies that can increase risk.
Notable for a single-advisor practice, the firm maintains five or more offices, which is an uncommon operating footprint for its size and client base. The firm participates in an institutional custodian program (including access to platform technology and research) and does not vote client proxies, leaving proxy materials and voting to clients via their custodian.
Based on McHenry Capital, L.L.C.
Expertise
Based on McHenry Capital, L.L.C.
Location
Leavenworth WA
Advisors at this office
1
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