HENDLEY & CO. INC.

Overview

Hendley & Co Inc. is a small, long-established advisory firm that concentrates on discretionary portfolio management for individuals, families and small institutions. The firm operates under a percentage-of-AUM fee model and has a clear tilt toward publicly traded equities as the primary exposure in client portfolios. Filings indicate a preference for exchange-traded instruments and mutual funds, with no self-described emphasis on ESG investing or pension consulting. Hendley & Co Inc. has been registered with the SEC since 1977 and is organized as a corporation under individual ownership. Investment approach centers on managing concentrated equity exposures alongside mutual fund allocations, rather than broad multi-asset proprietary product programs. The firm’s activity is primarily domestic and not described as multi-state advisory in its filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices