Fort Henry Capital, Llc

Fort Henry Capital, LLC serves individuals (including high net worth clients), pension and profit‑sharing plans, charitable organizations, and other businesses, offering discretionary and non‑discretionary investment advisory services, stand‑alone financial planning, and retirement plan consulting on a fee‑only basis. The firm provides ongoing account monitoring and, when engaged by plan sponsors, participant education and selection/monitoring of plan investment options.

The firm’s investment process is primarily fundamental and is tailored to each client’s objectives, liquidity needs, risk tolerance, and tax situation; recommended allocations commonly include exchange‑listed securities, mutual funds, ETFs, corporate debt, U.S. government securities, REITs, and certificates of deposit. Advice is delivered on both discretionary and non‑discretionary bases, the firm maintains a code of ethics and personal‑trading policies, and it acts as a fiduciary when advising retirement accounts.

Fort Henry manages roughly $278 million for 466 clients with two advisors, a client‑to‑advisor ratio that is notably high for its peer group and implies a practice structured to serve a large number of relationships. The firm discloses standing transfer authorization over client accounts (following SEC safeguards rather than an annual audit), relies on custodial account statements and quarterly reporting, and receives custodial support services such as research and technology; it does not vote client proxies.