THE HENDRICKSON ADVISORY GROUP, INC.
Firm details
- Headquarters
- COLUMBUS, Ohio
- CRD number
- 121514
- Website
- hendricksonadvisory.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
The Hendrickson Advisory Group, Inc. is organized as a corporation with an individual owner and is identified as a capital allocator that focuses on advisory work rather than operating as an active ESG or multi‑state adviser. Its stated advisory capabilities include financial planning, pension consulting services and the selection of other advisers, indicating a manager‑of‑managers or outsourced‑CIO style approach when constructing client portfolios. The firm’s fee menu includes percentage‑of‑AUM, hourly and fixed fees, which supports serving both ongoing wealth management relationships and project or plan‑specific engagements. Investment preferences emphasize a mix of third‑party manager allocations and traditional pooled products. The firm is not flagged as an active ESG investor. As a capital allocator that explicitly lists selection of other advisers, the organization appears to source external managers for specialized sleeves rather than running large in‑house strategies.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1MARIAN LEUBY
Vice President and Chief Compliance OfficerCRD 4672996
Contacts
2 of 2CHARLES HENDRICKSON
PresidentCRD 6079634
CHARLES HENDRICKSON
FounderCRD 242930
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
COLUMBUS, OH
FRANKLIN
Location
COLUMBUS, OH
Headquartered in COLUMBUS, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- FRANKLIN
- Address
- 4700 Reed Rd
- Time zone
- ET (UTC-5)
- Office locations
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