Hendley & Co Inc.

RIASEC RegisteredEst. 1977
Total AUM
$438M
Discretionary
$438M
100% of AUM
Avg account
$629K
Accounts
697
Employees
5
Advisory reps
3

Firm details

Headquarters
Zanesville, Ohio
CRD number
110465
Registered since
December 16, 1977
Custodians
PERSHING LLC
Fee structure
Percentage of AUM
Client types
  • HNWI72.95%
  • Individuals16.28%
  • Charitable Organizations8.08%
  • Corporations / Businesses1.98%
  • Pension & Profit Sharing Plans0.72%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Hendley & Co Inc. is an independent, SEC-registered advisory firm organized as a corporation and operating under individual ownership. The firm traces its registration back to 1977 and focuses on fee-based portfolio management, serving both individual and family clients as well as institutional accounts. Its stated advisory activity centers on portfolio management for individuals and small businesses. Hendley & Co. is not a capital allocator, does not position itself as an ESG investor, and is not registered as a multi-state adviser or pension consultant. Investment orientation favors public equities. Filings indicate a primary use of exchange-traded equities and mutual funds across client portfolios, rather than bespoke private investments disclosed on public filings. The firm charges fees as a percentage of assets under management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 67%, Investment Grade Corp Bonds 19%, Cash & Cash Equivalents 8%, Public Funds/Mutual Funds 6%67%
  • Exchange Traded Equities67%
  • Investment Grade Corp Bonds19%
  • Cash & Cash Equivalents8%
  • Public Funds/Mutual Funds6%

Owners & executives

1 of 1
  • Michael Snode

    Michael Snode

    Vice President Operations, Chief Compliance OfficerCRD 3060559

Contacts

2 of 2
  • Renee' Smith

    Renee' Smith

    PresidentCRD 4650922

  • Robert Smith

    PresidentCRD 7155379

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Zanesville, OH

Muskingum

Location

Zanesville, OH

Headquartered in Zanesville, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.

Metro area
Columbus-Marion-Zanesville, OH
Region
Midwest
County
Muskingum
Address
822 Adair Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth