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McHenry Capital
McHenry Capital launched in 2005 as a registered investment advisor in Leavenworth, Washington, by founder Thomas McHenry. Its foundational pitch is fee-only...
McHenry Capital
McHenry Capital launched in 2005 as a registered investment advisor in Leavenworth, Washington, by founder Thomas McHenry. Its foundational pitch is fee-only advice, rejecting commission-based revenue in favor of direct-billed planning and portfolio management. The firm has disclosed that its client base spans individuals, high-net-worth families, pension plans, and profit-sharing plans, though no public filing or report names a principal beyond the founding figure. The firm’s deployment framework centers on financial planning, investment advisory services, portfolio management, and tax planning. Because it operates without published holdings or a stated investment policy statement, the specific asset-class mix — equities, fixed income, alternatives — is not publicly segmented. Its geographic scope is domestic US, anchored in small-town Washington with no disclosed additional offices. The website emphasizes maximizing what the firm terms Return on Life rather than citing staged investments, co-investments, or named portfolio companies, leaving its direct-investment footprint opaque. No public AUM, team size, or institutional account number is disclosed. The firm has not published information on adjacent vehicles — no philanthropic foundation, real-estate arm, or co-investment club has been surfaced in available materials. The website’s primary call to action is a 30-minute introductory booking, suggesting a practice weighted toward individualized client relationships rather than pooled vehicles. No operational events from the last 24 months appear in any public record. Structurally, McHenry Capital’s differentiator is its pledge to fee-only fiduciary advice within a rural-market RIA format — an architecture that ties compensation directly to planning fees rather than product commissions. This separation creates a statutory duty to the client that differs from broker-dealer models, though the absence of named principals beyond the founder makes its governance and succession structure currently unobservable to outside allocators.
General information
Firm type
Bank / Wealth / Trust
Year founded
2005
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Leavenworth
Corporate office
Leavenworth, WA, United States
Frequently asked questions
How does McHenry Capital charge for its services?
The firm markets itself as fee-only, meaning it does not accept commissions on product sales. Revenue comes from fees billed directly for investment advisory, financial planning, and portfolio management services. The website includes a dedicated page for 'Our Fees,' though specific rate schedules or asset-based tiers are not published publicly.
Who runs investment decisions at McHenry Capital?
Founder Thomas McHenry is the only named principal in available sources. The firm has not disclosed an investment committee, a chief investment officer, or other decision-makers. No public ADVs or organizational filings detailing portfolio management authority have surfaced.
What types of clients does McHenry Capital serve?
According to Altss records, the firm advises individuals, high-net-worth individuals, families, pension plans, and profit-sharing plans. The website framing skews toward families and a life-planning orientation. No minimum asset threshold is publicly stated.
Does McHenry Capital operate as a single-family office?
No. Though it uses the familial-sounding brand 'McHenry Capital,' it is organized as a registered investment advisor serving multiple clients — including pension plans — rather than a single-family office structure. Its founding family wealth, if any, has not been disclosed.
What investment strategies does the firm employ?
Public materials do not specify a strategy framework beyond portfolio management and tax planning. There is no published commentary on direct-venture, private-equity, or fund-of-funds positions, suggesting a conventional public-markets wealth-management mandate rather than an alternatives-heavy allocation model.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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