THE HENDRICKSON ADVISORY GROUP, INC.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
3

Firm details

Headquarters
COLUMBUS, Ohio
CRD number
121514
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Services
Financial PlanningPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

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

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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

Owners & executives

1 of 1
  • MARIAN LEUBY

    Vice President and Chief Compliance OfficerCRD 4672996

Contacts

2 of 2
  • CHARLES HENDRICKSON

    PresidentCRD 6079634

  • CHARLES HENDRICKSON

    FounderCRD 242930

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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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth