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ROSENTHAL | HENRY CAPITAL ADVISORS, INC.

Advisory

MISHAWAKA, IN

Data as of Mar 3, 2026 · Source: SEC Form ADV

Rank in IN
#196
of 270 advisers by AUM
Average account
$38M
across 3 accounts
AUM per adviser
$57M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 3, 2026.

Total AUM
$115M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
3
Assets Under Management
Total AUM$115M
Discretionary AUM$115M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients3
Team
Total Employees3
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InIN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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