Michael Carleton McHenry
MM
CFP
Michael Carleton McHenry
MM
CFP

Michael Mchenry

20 Years of Experience
Houston, TX

Michael Mchenry is a CFP-designated registered investment advisor at Mchenry Capital, L.L.C., based in Houston, TX, with 20 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 18 clients with $29M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
18 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$29.0M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact

Michael Carleton McHenry
MM
Michael Mchenry

Location

4265 San Felipe, Ste 1100, Houston, TX, 77027

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Mchenry Capital, L.L.C.
September 2005 - Present · 20 yrs 7 mos
Previous Registrations
Myscout
July 2018 - August 2019 · 1 yr 1 mo
State Registrations2 states
TXWA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Michael Carleton McHenry
MM
Contact
Michael Mchenry
Michael Mchenry - Financial Advisor | TrueAdvisor