AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
TH

Travis A. Henry

FACTORY CAPITAL
LOS ANGELES, CA 90045
CRD#: 5953648
Some features on this profile are disabled
TH
Travis Anthony HenryFACTORY CAPITAL

Professional summary


Travis Anthony Henry is a registered financial advisor currently at FACTORY CAPITAL located in Los Angeles, California.

Travis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Travis has worked at 4 firms and has passed the Series 65, Series 66 and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Travis Anthony Henry's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

May 8, 2026 - Present

FACTORY CAPITAL

Office #1: 5431 W 104th Street, Los Angeles, CA 90045
RIA
CRD#: 341250
LOS ANGELES, CA
Past

June 16, 2023 - June 5, 2026

CRESSET ASSET MANAGEMENT, LLC

RIA
CRD#: 288566
BOYTON BEACH, FL
Past

November 7, 2016 - May 8, 2023

TRUE CAPITAL MANAGEMENT

RIA
CRD#: 142962
SAN FRANCISCO, CA
Past

November 2, 2011 - October 11, 2013

MORGAN STANLEY

RIA
CRD#: 149777
SAN FRANCISCO, CA
Past

September 28, 2011 - October 11, 2013

MORGAN STANLEY

BD
CRD#: 149777
SAN FRANCISCO, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(5/11/2026)
IAR
Texas
(5/8/2026)

Exams


State Security Law Exam
IAR
Series 65
Date: 11/4/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 11/1/2011
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


FC
FACTORY CAPITAL
FACTORY CAPITAL

CRD#: 341250 / SEC#: 801-135866

RIA
Registered Investment Advisory firm - (4/6/2026 120-Day Approval)
Loading...

Contact information


Main Address
5350 Wilshire Blvd #36043, Los Angeles, CA 90036
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FACTORY CAPITAL ADV PART 2 (3/16/2026)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FACTORY CAPITAL

CRD#: 341250Los Angeles, CA 90045

TRUST BUT VERIFY

Monitor Travis Henry

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Tara Tussing Unverzagt
Tara UnverzagtAdvisorCheck Check Mark
SOUTH BAY FINANCIAL PARTNERS
IAR
Torrance, CA
Jon Derek Neuhaus
Jon NeuhausAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
El Segundo, CA
Danielle Purcell Barrios
Danielle BarriosAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
Beverly Hills, CA
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.