McHenry Capital, L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$28,950,828
Total clients
18
50% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
18
Average account size
$1,608,379
About
McHenry Capital provides fee-based investment advisory and financial planning services primarily to individual clients, using a percentage-of-assets fee model common among independent advisory firms. The firm works with a limited number of households and emphasizes ongoing portfolio management and client servicing.
Its investment approach focuses on developing client-specific asset allocation and monitoring portfolios through regular review and rebalancing to align with each client's objectives and risk tolerance. The firm emphasizes personalized oversight rather than standardized, hands-off models.
What is most distinctive about McHenry Capital is its operating footprint: it maintains five offices while serving a concentrated client base and managing roughly $29 million in assets. That combination—multiple offices and relatively high assets per client for a small advisory firm—is uncommon among independent advisers in this category.
Client services
Disclosures
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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.
Main office location
McHenry Capital, L.L.C.
11779 Hwy 2, Suite 106
Leavenworth WA 98826, United States
Number of offices
5
Forms ADV
Quick links
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