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MCHENRY CAPITAL, L.L.C.
CRD 136594 · SEC 801-64745
11779 HWY 2, SUITE 106, LEAVENWORTH, WA, 98826, United States
Phone
888-968-9815
Fax
888-968-9815
Registration
— (—)
Source
State registered
Total AUM
$30.5M
Discretionary AUM
$30.5M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $5.2M |
| High net worth individuals | 9 | $25.4M |
All web addresses on file
Official SEC filing: View on IAPD