HENDERSON FINANCIAL GROUP LLC

RIASEC RegisteredEst. 2024

Total AUM

$136M

Discretionary

$124M

91% of AUM

Avg account

$212K

Accounts

643

Employees

Advisory reps

Firm details

Headquarters: VIRGINIA BEACH, Virginia
CRD number: 333013
Registered since: November 26, 2024
Website: www.hendersonfg.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types: Individuals41.34%
HNWI36.48%
Charitable Organizations12.79%
Corporations / Businesses9.4%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Henderson Financial Group LLC is an independent registered investment advisor structured as an LLC and first registered with the SEC in 2024. The firm serves both individual/family and institutional clients and operates as a capital allocator, selecting outside managers and vehicles when appropriate. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, selection of other advisers, and educational seminars/workshops. Fee arrangements are flexible and include percentage-of-AUM billing, hourly and fixed fees, and commission-based compensation. The firm does not identify as an active ESG investor and is not presented as a multi-state adviser.