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Mchenry Capital, L.L.C. (Houston)


Mchenry Capital, L.L.C. is an adviser based in Houston. It manages $20.32 million of regulatory assets for 26 client accounts. It has been registered with the SEC as an adviser since 2005.

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Mchenry Capital, L.L.C provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Mchenry Capital, L.L.C: assets under management

The assets under management (AUM) of Mchenry Capital, L.L.C. is $20.32 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $20.32 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $781.68 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mchenry Capital, L.L.C. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Houston

The principal office where Mchenry Capital, L.L.C. performs its advisory services is located at 4265 San Felipe, Suite 1100, Houston, TX 77027, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 713-968-9815 or by fax 713-968-9816. The normal business hours are 8 am to 5 pm on Monday - Friday. You can find more information about the New York firm at www.mchenrycapital.com.


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