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HENDERSHOT INVESTMENTS, INC.
CRD 115472File 801-62918
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.07B
Above cohort median (national)
Discretionary AUM
$1.07B
Clients
526
1,237 accounts
Employees
6
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Apr 6, 2004
- Principal office
- Not reported
- Phone
- 703-361-6130
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.07B
- Discretionary AUM
- $1.07B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,237
- Non-discretionary accounts
- 0
- Total accounts
- 1,237
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $79.1M |
| High net worth individuals | 224 | $863.0M |
| Pension and profit sharing plans | 5 | $11.4M |
| Individuals (other than high net worth individuals) | 292 | $117.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Subscription fees
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.