McHenry Capital, L.L.C.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$30,536,983
Clients
18
50% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
18
TypicalAverage account size
$1,696,499
About
McHenry Capital is a fee-only wealth management firm that advises individuals, families (including high-net-worth clients) and retirement plans through ongoing discretionary portfolio management and comprehensive financial planning. The firm offers a structured multi-step Foundation Program for ongoing clients as well as one-time engagements such as a Get Started planning option and standalone college-planning services.
The firm frames planning around a "Return on Life" concept and applies a five-step process that covers cash flow, protection, estate, investment and college/retirement/tax planning with regular check-ins and annual reviews. Investment implementation combines a factor- and risk-based, rules-driven approach built from outside model strategies with fundamental and technical analysis, using individual equities, ETFs and mutual funds; accounts are typically managed on a discretionary basis and the firm may employ margin and options strategies that can increase risk.
Notable for a single-advisor practice, the firm maintains five or more offices, which is an uncommon operating footprint for its size and client base. The firm participates in an institutional custodian program (including access to platform technology and research) and does not vote client proxies, leaving proxy materials and voting to clients via their custodian.
Client services
Financial planning
Portfolio management
Expertise
College savings (529s, UTMA, etc.)
Cash flow / budgeting
General estate planning guidance
Fee options
Get Started Plan: $2,500 flat fee; College Planning: $1,500 flat fee
$250,000 - $500,000: $5,000 annually (fixed fee) $501,000 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.90% annually $2,000,001 - $3,000,000: 0.80% annually $3,000,001 - $4,000,000: 0.70% annually $4,000,001+: 0.60% annually
Account minimum: $250,000 Minimum fee: $5,000 annually for $250,000 - $500,000 AUM (fixed fee) Fee-only: Fee-only advisory firm with negotiable fee schedule
Main office location
McHenry Capital, L.L.C.
11779 Hwy 2, Suite 106
Leavenworth WA 98826, United States
Number of offices
5
Most active in
McHenry Capital, L.L.C. has reported serving >5 clients in these states in the last 12 months.
Texas · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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