Fort Henry Capital, Llc
- Regulatory AUM
- $278M
- Discretionary
- $274M
- Clients
- 476
- Avg AUM / client
- $585K
- Accounts
- 476
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Feb 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 380 | $89.1M | 32.0% |
| High net worth individuals | 86 | $170M | 61.0% |
| Charitable organizations | 3 | $3.8M | 1.37% |
| Corporations and other businesses | 7 | $15.6M | 5.6% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Orrick, Herrington & Sutcliffe Llp Retirement Plan Orrick, Herrington & Sutcliffe Llp | 2024 | |
| Wpmg 401(k) Retirement Savings Plan Washington Permanente Medical Group, P.C. | 2024 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeremy Justin Lowe | Member / Chief Compliance Officer | CFP | Jan 2014 (13y) | 50% – 75% |
| Russell Wayne Dunkin | Member | CFP | Jan 2014 (13y) | 50% – 75% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Orrick, Herrington & Sutcliffe Llp Retirement Plan | Orrick, Herrington & Sutcliffe Llp | 1,870 | $1.2B | 01/01/2024 |
| Wpmg 401(k) Retirement Savings Plan | Washington Permanente Medical Group, P.C. | 1,654 | $1.5B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/17/2026 | 907 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $268M (96% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 17, 2026.
View current Form ADV (SEC/IAPD) ↗