Henderson Capital & Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$31,320,866
Total clients
159
9% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
159
Average account size
$196,987
About
Henderson Capital & Wealth Management provides investment management, financial planning, and consulting to individuals as well as pension and profit-sharing plans and business entities. The firm also offers pension consulting and retirement-plan services, and it advises on employer-sponsored plans, variable annuities, and 529 accounts.
The firm’s investment process combines macroeconomic outlook and asset-allocation work with both strategic and tactical rebalancing, and it employs a mix of methods that include fundamental, technical/charting, and cyclical analysis. Portfolios are constructed using mutual funds, ETFs, individual stocks and bonds, REITs, MLPs and cash instruments, and accounts may be managed on either a discretionary or non-discretionary basis with periodic reviews and quarterly custodian reporting.
Noteworthy features include an ongoing pension-consulting practice with per‑participant billing and assets under advisement held with a retirement-plan custodian (John Hancock), and a relatively large share of client assets managed non-discretionarily compared with many peers. The firm maintains policies against accepting custody or standing-letter-of-instruction authority and does not vote client proxies, which may affect how clients retain certain administrative responsibilities.
Client services
Expertise
Fee options
Fixed fees negotiable based on project scope
$0 - $2,000,000: 1.00% or less annually $2,000,000 - $8,000,000: 0.75% or less annually $8,000,000+: negotiable
$50 to $150 per hour
Fee-only: Hourly fees generally from $50 to $150 per hour; fixed fees negotiable based on project scope
Main office location
Henderson Capital & Wealth Management, LLC
2108 Central Blvd
Brownsville TX 78520, United States
Number of offices
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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