Unclaimed Profile

David William Henion

FORTE CAPITAL LLC·ROCHESTER, New York

Clean record23 years registeredFORTE CAPITAL LLC

400 LINDEN OAKS, ROCHESTER, NY 14625CRD# 4390559Firm CRD# 109941

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David William Henion · ROCHESTER, NY

Registration

CRD #4390559 · FORTE CAPITAL LLC · 23 years registered

Brand Profile

Not yet started

Career History

MARINER

Sep 2025 – present

FORTE CAPITAL LLC

Feb 2003 – Oct 2025

ROCHESTER, NY

FORTE CAPITAL LLC

Oct 2002 – Dec 2002

PITTSFORD, NY

Registrations & Exams

Registration record

First registered · October 23, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FORTE CAPITAL LLC

CRD 109941 · SEC 801-55817

AUM

$1.3B

Regulatory assets under management

Employees

2,232 client accounts

Services offered by FORTE CAPITAL LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FORTE CAPITAL LLC →

Introduction

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Frequently Asked Questions

What services does David William Henion offer?

David William Henion specializes in Financial Planning, Investment Management. Contact their office in ROCHESTER, New York for a consultation.

What are David William Henion's credentials?

David William Henion is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David William Henion located?

David William Henion is based in ROCHESTER, New York, working with FORTE CAPITAL LLC. Their office serves clients in the ROCHESTER metropolitan area and surrounding communities.

How does David William Henion charge for services?

David William Henion's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FORTE CAPITAL LLC?

FORTE CAPITAL LLC has approximately 21 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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