Hendershot Investments, Inc.

RIASEC RegisteredEst. 2004
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$865K
Accounts
1,237
Employees
6
Advisory reps
6

Firm details

Headquarters
,
CRD number
115472
Registered since
April 6, 2004
Website
www.hendershotinvestments.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
Client types
  • HNWI80.61%
  • Individuals10.94%
  • Corporations / Businesses7.39%
  • Pension & Profit Sharing Plans1.07%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of Periodicals

Firm profile

FINTRX

Overview

Hendershot Investments, Inc. is an independent, privately owned registered investment adviser that has been SEC-registered since 2004. The firm serves both individual and family clients as well as institutional accounts and offers a mix of financial planning, portfolio management for individuals and businesses, pension consulting and publishes periodicals or newsletters. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly, subscription and fixed-fee engagements. The firm does not describe itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 74%, Cash & Cash Equivalents 14%, US Government Bonds 4%, State & Local Bonds 3%, Non-Exchange Traded Equities 2%, Private Funds 2%, Public Funds/Mutual Funds 1%74%
  • Exchange Traded Equities74%
  • Cash & Cash Equivalents14%
  • US Government Bonds4%
  • State & Local Bonds3%
  • Non-Exchange Traded Equities2%

Owners & executives

1 of 1
  • Charles Hendershot

    Charles Hendershot

    Executive Vice President, Treasurer and Chief Compliance OfficerCRD 4471264

Contacts

3 of 5
  • Ingrid Hendershot

    Ingrid Hendershot

    Founder and PresidentCRD 2095265

  • Susan Christ

    Susan Christ

    Senior Vice President, InvestmentsCRD 4985718

  • Shawn Reardon

    Shawn Reardon

    Senior Vice PresidentCRD 6624915

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 25

Active vs passive

$22.5M in ETFs

Passive

98%

$22.2M

Active

0%

$360K

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$4.5M12,19920.05%
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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth