Advisor at Rosenthal | Henry Capital Advisors, Inc.
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Firm
Rosenthal | Henry Capital Advisors, Inc.
Location
Mishawaka, IN 46545
Credentials
Series 65, Series 66
Industry experience
7 years
Charles Henry is a financial advisor at Rosenthal | Henry Capital Advisors, Inc. with seven years of industry experience. He holds Series 65 and Series 66 designations and previously worked at John W. Rosenthal Capital Management and Cavitch, Familo, & Durkin. Prior to his advisory career, he was associated with Cleveland-Marshall College of Law. Rosenthal | Henry Capital Advisors provides discretionary portfolio management exclusively to three privately offered pooled investment funds, focusing on publicly traded bank and thrift holding companies. The firm combines quantitative financial modeling with qualitative due diligence and maintains a highly concentrated client base while serving as both general partner and investment adviser.
Based on Rosenthal | Henry Capital Advisors, Inc.
Below $500,000 - $500,000: 2.00% $500,000 - $999,999: 2.00% on first $500,000, 1.25% thereafter $1,000,000 - $1,999,999: 1.25% on first $1,000,000, 1.00% thereafter $2,000,000 - $2,999,999: 1.00% on first $2,000,000, 0.75% thereafter $3,000,000 - $4,999,999: 0.75% on first $3,000,000, 0.66% thereafter $5,000,000+: 0.66%
Up to 17.5% of net capital appreciation above high-water mark for OFV; up to 15.0% of net capital appreciation above high-water mark for LP and QP; performance fees are negotiable and paid annually in arrears.
Account minimum: $100,000
4220 Edison Lakes Parkway, Suite 310
Mishawaka, IN 46545
Indiana
John W. Rosenthal Capital Management
2018 - Present (8 years)
Cavitch, Familo, & Durkin
2017 - 2018 (1 year)
Cleveland-Marshall College of Law
2014 - 2017 (3 years)
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Bank
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Trust company
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Fund sponsor
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Lawyer
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Real estate agent
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Other specialized services
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Kingdom Financial
Kingdom Financial is a personally accessible CFP®/CKA® practice serving Christian families across the rural Midwest who are seeking to align their resources with God's heart. Founded in 2023 by Lance Ludwig, the firm provides comprehensive financial planning and integrated wealth management with Christ at the center, delivered through deeply personal partnership. We serve married couples in late career or retirement who are navigating complexity and longing for a trusted guide who shares their faith. Our passion is to see clients grow in freedom, joy, and purpose as they deepen their relationship with Christ. Clients experience the capacity to focus increasingly on faith, family, and Kingdom impact. Lance Ludwig, CFP®, CKA®, is the founder of Kingdom Financial, a personally accessible financial planning and wealth management practice serving Christian families across the rural Midwest. With a Master of Finance, eight years of teaching experience, and more than a decade in financial planning, Lance is deeply committed to discipleship through comprehensive planning. His passion is helping families align their resources with God's heart so they grow in freedom, joy, purpose, and a deeper relationship with Christ.
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Integrity Wealth Advisors
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Rosenthal | Henry Capital Advisors, Inc.
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