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Travis Anthony Henry

Investment adviser representative at Factory Capital LLC
10 yearsExperience
2 statesRegistered in
$102.5MFirm assets
Under 1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

10 years in the industry.

  1. Factory Capital LLCMay 2026 to now
  2. Cresset Asset Management, LLCMay 2023 to May 2026
  3. True Capital Management, LLCSep 2016 to Apr 2023

Exams passed

  • Series 66 · Uniform Combined State Law2011
  • Series 65 · Uniform Investment Adviser Law2016

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

Factory Capital LLC

$102.5MAssets managed
26Clients
5Advisers
Under 1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5953648
Firm CRD
341250
Advisor's SEC record (opens in a new tab)
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