DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Fort Henry Capital, LLC
Latest filing Feb 17, 2026
First filing on the tape Dec 16, 2013 · 21 filings
SEC status approved since Nov 18, 2016
RAUM
$278M
reported, Item 5.F
Discretionary
98%
of RAUM
Private clients
93%
$259M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$139M
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
21 filings and snapshots on the tape
RAUM$278M as of Feb 17, 2026
Mar 3, 2017$107M then
HNW client RAUM$170M as of Feb 17, 2026
Feb 23, 2018$71.9M then
State-registered IARs (5.B.3)2 as of Feb 17, 2026
Mar 3, 20172 then
Employees (5.A)2 as of Feb 17, 2026
Mar 3, 20172 then
Private funds: no history
RAUM +16% over the last fiscal year+13% a year over threeIARs 2 to 2
Practice profile
derived from the filing of Feb 17, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $139MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 233derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.0MderivedHNW RAUM over HNW clients
- Average account
- $585,044derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 98%derivedof RAUM
- Institutional
- 1.4%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +16%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +5.0%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consultingreportedItem 5.G
- Custody
- $99.0M, 176 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$170M61%
- Individuals$89.1M32%
- Corporations and businesses$15.6M5.6%
- Charitable organizations$3.8M1.4%
- Individual clients
- 380reported
- HNW clients
- 86reported
- Pension plan clients
- 0reported
- Charitable clients
- 3reported
- Accounts
- 476reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- $99.0M for 176 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.93 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Jeremy Justin LoweCertified Financial Planner | Wheeling, Wv | Jan 30, 2014 | 26 y | 4 |
| Russell Wayne DunkinCertified Financial Planner | Wheeling, Wv | Jan 30, 2014 | 28 y | 2 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Jeremy Justin Lowe from Mckinley Carter Wealth Services, Inc.Jan 30, 2014 · Other
- Russell Wayne Dunkin from Mckinley Carter Wealth Services, Inc.Jan 30, 2014 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Wayne Russell Dunkin · Membercontrolsince 01/2014 · owns 50% to 75%
- Justin Jeremy Lowe · Member / Chief Compliance Officercontrolsince 01/2014 · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Wheeling, Wv · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 453 to 476Feb 10, 2025 to Feb 17, 2026
- Corporate clients · 6 to 7Feb 10, 2025 to Feb 17, 2026
- HNW clients · 75 to 86Feb 10, 2025 to Feb 17, 2026
- Individual clients · 369 to 380Feb 10, 2025 to Feb 17, 2026
- Assets in custody · $72.7M to $99.0MFeb 10, 2025 to Feb 17, 2026
- Discretionary RAUM · $236M to $274MFeb 10, 2025 to Feb 17, 2026
- HNW RAUM · $137M to $170MFeb 10, 2025 to Feb 17, 2026
- Individual RAUM · $85.7M to $89.1MFeb 10, 2025 to Feb 17, 2026
- Non-discretionary RAUM · $4.1M to $4.5MFeb 10, 2025 to Feb 17, 2026
- RAUM · $240M to $278MFeb 10, 2025 to Feb 17, 2026
- Accounts · 437 to 453Feb 15, 2024 to Feb 10, 2025
- Charity clients · 2 to 3Feb 15, 2024 to Feb 10, 2025
- Corporate clients · 4 to 6Feb 15, 2024 to Feb 10, 2025
- Individual clients · 355 to 369Feb 15, 2024 to Feb 10, 2025
- Pension plan clients · 1 to 0Feb 15, 2024 to Feb 10, 2025
- Assets in custody · $67.8M to $72.7MFeb 15, 2024 to Feb 10, 2025
- Financial planning clients · 251-500 to 251-500Feb 15, 2024 to Feb 10, 2025
- Discretionary RAUM · $218M to $236MFeb 15, 2024 to Feb 10, 2025
- HNW RAUM · $121M to $137MFeb 15, 2024 to Feb 10, 2025
- Individual RAUM · $83.1M to $85.7MFeb 15, 2024 to Feb 10, 2025
- Non-discretionary RAUM · $3.9M to $4.1MFeb 15, 2024 to Feb 10, 2025
- Pension RAUM · $3.5M to $0Feb 15, 2024 to Feb 10, 2025
- RAUM · $222M to $240MFeb 15, 2024 to Feb 10, 2025
- Accounts · 415 to 437Mar 10, 2023 to Feb 15, 2024
- Individual clients · 333 to 355Mar 10, 2023 to Feb 15, 2024
- Assets in custody · $54.7M to $67.8MMar 10, 2023 to Feb 15, 2024
- Discretionary RAUM · $192M to $218MMar 10, 2023 to Feb 15, 2024
- HNW RAUM · $105M to $121MMar 10, 2023 to Feb 15, 2024
- Individual RAUM · $73.5M to $83.1MMar 10, 2023 to Feb 15, 2024
- Non-discretionary RAUM · $3.0M to $3.9MMar 10, 2023 to Feb 15, 2024
- Pension RAUM · $3.0M to $3.5MMar 10, 2023 to Feb 15, 2024
- RAUM · $195M to $222MMar 10, 2023 to Feb 15, 2024
- Accounts · 396 to 415Feb 23, 2022 to Mar 10, 2023
- HNW clients · 78 to 75Feb 23, 2022 to Mar 10, 2023
- Individual clients · 311 to 333Feb 23, 2022 to Mar 10, 2023
- Assets in custody · $73.4M to $54.7MFeb 23, 2022 to Mar 10, 2023
- Discretionary RAUM · $208M to $192MFeb 23, 2022 to Mar 10, 2023
- HNW RAUM · $116M to $105MFeb 23, 2022 to Mar 10, 2023
- Individual RAUM · $77.0M to $73.5MFeb 23, 2022 to Mar 10, 2023
- Non-discretionary RAUM · $3.6M to $3.0MFeb 23, 2022 to Mar 10, 2023
Signals
1 dated events
- Cg Technologies, Llc filed its initial SEC registration (Form ADV)Dec 16, 2013 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 304-232-0422reportedpublished by the firm, firm site, Sep 15, 2026
- Website
- FORTHENRYCAPITAL.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 304-232-0422reportedpublic record, Form ADV, Feb 17, 2026
- Team page
- FORTHENRYCAPITAL.COM/our-teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $139Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026