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HENDERSHOT INVESTMENTS, INC.
CRD 115472 · SEC 801-62918
AZ, United States
Phone
703-361-6130
Fax
703-817-0737
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.07B
Discretionary AUM
$1.07B
Team
6 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Subscription fees; Fixed fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 292 | $117.1M |
| High net worth individuals | 224 | $863.0M |
| Pension/profit sharing plans | 5 | $11.4M |
| Corporations/business entities | 5 | $79.1M |
States served
AZ, CA, CO, DC, GA, LA, MD, MA, MN, NV, NJ, NY, NC, OH, OR, PA, SC, VA, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD