HENDERSON FINANCIAL GROUP LLC

CRD 333013File 801-131512

APPROVED

Retail clients

Custody

Filing as of Jun 1, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$136.4M

Bottom 25% of cohort (national)

Discretionary AUM

$123.6M

Non-discretionary $12.8M

Clients

280

643 accounts

Employees

Bottom 25% of cohort in VA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Nov 26, 2024
Principal office: ONE COLUMBUS CENTER, STE 540, VIRGINIA BEACH, VA, 23462
Phone: 757-314-4638
Website: https://www.hendersonfg.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $136.4M
Discretionary AUM: $123.6M
Non-discretionary AUM: $12.8M
Discretionary accounts: 640
Non-discretionary accounts: 3
Total accounts: 643
AUM per client: $487K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$12.8M
Charitable organizations	Fewer than 5	$17.4M
High net worth individuals	26	$49.8M
Individuals (other than high net worth individuals)	250	$56.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Commissions
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
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: Yes
Related Person Custody Cash: Yes
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.