HENDRICKS WEALTH AND ESTATE MANAGEMENT

Legal name: J.G.HENDRICKS FINANCIAL SERVICES, LLC

CRD 289593File 801-111818

APPROVED

Retail clients

Custody

Filing as of Jun 9, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$536.1M

Above cohort median (national)

Discretionary AUM

$531.7M

Non-discretionary $4.4M

Clients

919

2,734 accounts

Employees

Below cohort median in IL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Oct 6, 2017
Principal office: 2403 HARNISH DR.,, SUITE 201, ALGONQUIN, IL, 60102
Phone: 847-428-3997
Website: HTTP://WWW.JGHFS.COM/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $536.1M
Discretionary AUM: $531.7M
Non-discretionary AUM: $4.4M
Discretionary accounts: 2,689
Non-discretionary accounts: 45
Total accounts: 2,734
AUM per client: $583K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	161	$341.1M
Pension and profit sharing plans	6	$4.1M
Individuals (other than high net worth individuals)	752	$190.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
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 11

This 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.