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RIA / WealthAdvisor14 years in industry

TRAVIS ANTHONY HENRY

Advisor at FACTORY CAPITAL LLC

LOS ANGELES, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a97dc070-81c2-c5f6-89a7-1d7d5a7d73be

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 2
Observed: Nov 2, 2011 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Travis Anthony Henry

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

Travis Anthony Henry

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FACTORY CAPITAL LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 1, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66|S65
First exam: Nov 1, 2011
First registration: Nov 2, 2011
Dual registered: no
IAPD individual key: 5953648

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FACTORY CAPITAL LLC	Independent wealth	May 8, 2026	n/a	yes	LOS ANGELES, CA	Current employment
CRESSET ASSET MANAGEMENT, LLC	Independent wealth	Jun 16, 2023	Jun 5, 2026	no	BOYTON BEACH, FL\|CHICAGO, IL	Previous registration
TRUE CAPITAL MANAGEMENT	Former SEC adviser	Nov 7, 2016	May 8, 2023	no	SAN FRANCISCO, CA	Previous registration
MORGAN STANLEY	Wirehouse	Nov 2, 2011	Oct 11, 2013	no	San Francisco, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CRESSET ASSET MANAGEMENT, LLC	FACTORY CAPITAL LLC	Jun 5, 2026	May 8, 2026	-28	Firm change	RIA to new firm
TRUE CAPITAL MANAGEMENT	CRESSET ASSET MANAGEMENT, LLC	May 8, 2023	Jun 16, 2023	39	Firm change	RIA to RIA
MORGAN STANLEY	TRUE CAPITAL MANAGEMENT	Oct 11, 2013	Nov 7, 2016	1,123	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
142962:288566:CA:2023-05-08	May 8, 2023	Jun 16, 2023	SAN FRANCISCO, CA	Firm change

Relationships

Registered with (4)

→ FACTORY CAPITAL LLCRegistered adviserregistration: current employment
May 8, 2026 to presentfactForm ADV
→ CRESSET ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 16, 2023 to Jun 5, 2026factForm ADV
→ TRUE CAPITAL MANAGEMENTRegistered adviserregistration: previous registration
Nov 7, 2016 to May 8, 2023factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Nov 2, 2011 to Oct 11, 2013factForm ADV

Dated events

Occurred
Jun 5, 2026
Advisor changed firm
Travis Anthony Henry left Cresset Asset Management, Llc for Factory Capital Llc (registered 2026-05-08)
Form ADVobserved 4 days ago
Occurred
May 8, 2023
Advisor changed firm
Travis Anthony Henry left True Capital Management for Cresset Asset Management, Llc (registered 2023-06-16)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a97dc070-81c2-c5f6-89a7-1d7d5a7d73be
First observed: Nov 2, 2011
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TRAVIS ANTHONY HENRY

Advisor at FACTORY CAPITAL LLC

LOS ANGELES, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a97dc070-81c2-c5f6-89a7-1d7d5a7d73be

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:00 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

FACTORY CAPITAL LLC

Independent wealth

May 8, 2026

n/a

yes

LOS ANGELES, CA

Current employment

CRESSET ASSET MANAGEMENT, LLC

Independent wealth

Jun 16, 2023

Jun 5, 2026

BOYTON BEACH, FL|CHICAGO, IL

Previous registration

TRUE CAPITAL MANAGEMENT

Former SEC adviser

Nov 7, 2016

May 8, 2023

SAN FRANCISCO, CA

Previous registration

MORGAN STANLEY

Wirehouse

Nov 2, 2011

Oct 11, 2013

San Francisco, CA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

CRESSET ASSET MANAGEMENT, LLC

FACTORY CAPITAL LLC

Jun 5, 2026

May 8, 2026

-28

Firm change

RIA to new firm

TRUE CAPITAL MANAGEMENT

CRESSET ASSET MANAGEMENT, LLC

May 8, 2023

Jun 16, 2023

Firm change

RIA to RIA

MORGAN STANLEY

TRUE CAPITAL MANAGEMENT

Oct 11, 2013

Nov 7, 2016

1,123

Firm change after gap

Other

Team

Left

Joined

From

Kind

142962:288566:CA:2023-05-08

May 8, 2023

Jun 16, 2023

SAN FRANCISCO, CA

Firm change