# McHenry Capital

McHenry Capital is a Bank / Wealth / Trust based in Leavenworth, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Leavenworth, United States
- **Region:** North America
- **Address:** Leavenworth, WA, United States
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** mchenrycapital.com
- **LinkedIn:** https://www.linkedin.com/company/mchenry-capital-llc

## Regulatory record

- **CRD number:** 136594
- **SEC file number:** 801-64745
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/136594

## About

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. 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.

## 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.

### 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.

## Related profiles

- [McGuire Wealth Management](https://altss.com/profile/mcguire-wealth-management)
- [MCH Private Equity](https://altss.com/profile/mch-private-equity)

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Last updated: 2026-08-11T02:43:31.692Z

Canonical page: https://altss.com/profile/mchenry-capital

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