Hendley & Co. Inc
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Overview
Hendley & Co. Inc operates as a financial advisory firm that has its headquarters in Zanesville, Ohio. Hendley & Co. Inc controls $430.8 million in assets under management throughout 686 accounts, placing it among the bigger investment advisory firms in the nation by assets under management (AUM). Hendley & Co. Inc has a small group, including 2 financial advisors. Hendley & Co. Inc is not a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer company to do so. Securities are defined as exchangable financial assets such as stocks, bonds and options.
Hendley & Co. Inc administers all of its accounts on a discretionary basis. Discretionary management is a structure in which an investment advisor has the discretion to make transaction judgments without needing to seek client consent. Hendley & Co. Inc administers about $628,054 in assets for each customer account. The average advisor at Hendley & Co. Inc oversees about 343 client accounts.
The firm's central office is located at 822 Adair Avenue, Zanesville, Ohio 43701. It is allowed to provide services to investors across a number of states, including Florida, Indiana, Kentucky, North Carolina, Ohio, South Carolina and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Hendley & Co. Inc by the Numbers
$430.8 million
4
686
$628.1 thousand
Fee Structure
Financial management fees usually depend on which services the firm provides the client. However, fees billed by Hendley & Co. Inc typically consist of the following fee type: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Hendley & Co. Inc provides services to retail investors, high net worth investors, charitable organizations and corporations. Out of its 686 accounts, Hendley & Co. Inc's biggest client group is retail investors, although it also caters to 129 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 under management or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of the company's clients are from outside of the U.S.
- High-Net-Worth Individuals* - 42.72%
- Other Individuals - 49.01%
- Corporations - 2.32%
- Charitable Organizations - 5.96%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Hendley & Co. Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Hendley & Co. Inc
Zanesville, OH
Zanesville, OH
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