McHenry Investments, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary and non-discretionary investment management to individuals, high net worth clients, estates and trusts, and also offers stand‑alone financial planning, investment consulting, and portfolio review services. Its investment recommendations are limited to exchange‑traded funds, mutual funds, individual equities, fixed income securities, and cash equivalents, and the brochure notes this is an initial filing with no assets under management at present.
The firm’s investment approach emphasizes fundamental analysis and long‑term strategic asset allocation, with ongoing monitoring and periodic rebalancing and the ability to accommodate client‑imposed restrictions. In addition to asset‑based advisory arrangements, the firm offers planning and consulting on an hourly or fixed‑fee basis as alternatives to solely AUM‑based billing.
A distinctive feature is the firm’s affiliation with a separate law practice whose primary focus is estate planning, estate administration, and related court matters, and the brochure discloses potential conflicts that can arise from cross‑referrals between the two entities. The firm also highlights that it does not recommend or use leveraged or derivative strategies, does not serve as a private fund adviser, and leaves proxy voting to clients.
Client services
Expertise
Fee options
Fixed fees typically range from $1,500 to $5,000 depending on complexity
1.00% annually
Up to $500 per hour, negotiable
Fee-only: Hourly rate up to $500 per hour; Fixed fees ranging from $1,500 to $5,000
Main office
650 Corporation St., Suite 302
Beaver PA 15009
Advisors at this office
1
Most active in
Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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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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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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