Hendershot Investments, Inc.

RIASEC RegisteredEst. 2004

Total AUM

$1.1B

Discretionary

$1.1B

100% of AUM

Avg account

$865K

Accounts

1,237

Employees

Advisory reps

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 registered investment adviser that has been SEC-registered since 2004 and is owned by an individual. The firm serves both individual and family clients as well as institutional clients. Its advisory offerings emphasize financial planning and discretionary portfolio management for individuals, small businesses, and larger institutional entities; it also provides pension consulting and publishes periodicals/newsletters. The firm bills through a mix of percentage-of-AUM, hourly, subscription and fixed fees. Hendershot does not position itself as a capital allocator and does not identify as an active ESG investor.