Travis
Henry

True Capital Management

CRD#5953648
Investment Advisor
in San Francisco, CA

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About this Advisor

Travis Henry is a financial advisor based in San Francisco, California, with a total of 7 years of relevant experience. Henry is an advisor for True Capital Management. Henry has gained experience at Morgan Stanley Smith Barney, Human Dx and True Capital Management, LLC. Henry maintains Series 66 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in California, Florida and Texas. True Capital Management is a financial advisory firm operating out of San Francisco, CA. The company has offices in five locations and a total of 37 people on staff. It oversees $2 billion in assets under management between its 431 accounts, making it one of the biggest investment advisory firms in the country by assets under management. Of its 431 accounts, 42% are held by high-net-worth individuals who have at least $1 million in investable assets. The advisory firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and educational seminars. A financial advisor's fees largely are based on which services the firm provides the client. However, fees charged by True Capital Management can be comprised of some blend of asset-based, fixed, performance-based and other fees.

Certifications and Registrations

Series 66, Series 65

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees, Others

Office Location

101 Montgomery Street Suite 2800
San Francisco, CA 94104

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True Capital Management Brokerage Details

Total Assets Under Management

$1,593,766,022

CA Average: $7,578,581,321
Total Number of Employees

37

CA Average: 43
Total Number of Accounts

431

CA Average: 3,727
Average Account Size

$3,697,833

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers
  • Educational seminars/workshops

Travis Henry Work History

Travis has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

True Capital Management, LLC

2014 - 2016 (2 years)

Human Dx

2011 - 2013 (2 years)

Morgan Stanley Smith Barney

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Travis Henry to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at True Capital Management

George Lujan
San Francisco, CA
Kenneth Sorosky
San Francisco, CA
Christopher Schlatter
San Francisco, CA
John Crowther
San Francisco, CA
Travis Henry
San Francisco, CA
Christopher Stout
San Francisco, CA
Gary Fincher
Nashville, TN
James Cheap
San Francisco, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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