Hendley & Co Inc.
Firm details
- Headquarters
- Zanesville, Ohio
- CRD number
- 110465
- Registered since
- December 16, 1977
- Website
- hendleyco.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI72.95%
- Individuals16.28%
- Charitable Organizations8.08%
- Corporations / Businesses1.98%
- Pension & Profit Sharing Plans0.72%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Hendley & Co Inc. is an independent, SEC-registered advisory firm organized as a corporation and operating under individual ownership. The firm traces its registration back to 1977 and focuses on fee-based portfolio management, serving both individual and family clients as well as institutional accounts. Its stated advisory activity centers on portfolio management for individuals and small businesses. Hendley & Co. is not a capital allocator, does not position itself as an ESG investor, and is not registered as a multi-state adviser or pension consultant. Investment orientation favors public equities. Filings indicate a primary use of exchange-traded equities and mutual funds across client portfolios, rather than bespoke private investments disclosed on public filings. The firm charges fees as a percentage of assets under management.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities67%
- Investment Grade Corp Bonds19%
- Cash & Cash Equivalents8%
- Public Funds/Mutual Funds6%
Owners & executives
1 of 1
Michael Snode
Vice President Operations, Chief Compliance OfficerCRD 3060559
Contacts
2 of 2
Renee' Smith
PresidentCRD 4650922
Robert Smith
PresidentCRD 7155379
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Zanesville, OH
Muskingum
Location
Zanesville, OH
Headquartered in Zanesville, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- Muskingum
- Address
- 822 Adair Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Richard Miller Financial Services, LLC
RIAZanesville, OH
SWS Partners, LLC
RIAColumbus, OH
Financial Freedom
RIACincinnati, OH
Argentarii, LLC
RIACincinnati, OH
Symphony Financial Services, Inc.
RIAAkron, OH
Hackman Financial Group
RIACincinnati, OH