HENDLEY & CO. INC.
HENDLEY & CO INC Legal Name
Adviser information for HENDLEY & CO. INC. last updated from Form ADV on October 2nd, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
---|---|
Fiscal Year End | MARCH |
Legal Location | Ohio, United States |
Employees
Total Number of Employees | 5 |
---|---|
Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 2 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 706 | $400.6M |
Non-Discretionary | 0 | $0 |
Total | 706 | $400.6M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 152 | $45.5M |
HNW Individuals | 131 | $277.1M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | <5 | $3.5M |
Charitable organizations | 18 | $67.8M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 8 | $6.8M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 1 |
Services
Advisory Services | Portfolio management for individuals and/or small businesses |
---|---|
Compensation | % of AUM |
Principal Office
822 ADAIR AVENUEZANESVILLE
OH
United States
Monday - Friday, 8:00 AM - 4:30 PM
Tel: 740-452-4523, Fax: 740-452-0111
Websites
Chief Compliance Officer
MICHAEL A. SNODE
VICE PRESIDENT
822 ADAIR AVENUE
ZANESVILLE
OH
United States
Tel:
740-452-4523
Fax:
740-452-0111
M********@************M
(Full email address available in API data)
Regulatory Contact
RENEE MELICK SMITH
PRESIDENT/OWNER
822 ADAIR AVENUE
ZANESVILLE
OH
United States
Tel:
740-452-4523
Fax:
740-452-0111
R*********@************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
SMITH, RENEE', MELICK | Individual | – | PRESIDENT | 06/2019 | > 75% |
SNODE, MICHAEL, ALLEN | Individual | – | CHIEF COMPLIANCE OFFICER | 07/2019 | < 5% |
SMITH, ROBERT, LEWIS | Individual | – | BENEFICIAL OWNER, OFFICER | 06/2019 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 16th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ABBOTT LABORATORIES | COM | 11K | 106K | – |
ADOBE SYSTEMS INC DELAWARE | COM | 5K | 9K | – |
AIR PRODUCTS & CHEMICALS INC | COM | 6K | 24K | – |
ALPHABET, INC. - CLASS A | COM | 377 | 2K | – |
AMAZON.COM INC. | COM | 4K | 20K | – |
AMERICAN ELEC PWR INC | COM | 3K | 38K | – |
AMERICAN EXPRESS COMPANY | COM | 579 | 3K | – |
AMGEN,INC. | COM | 368 | 1K | – |
AMPHENOL CORP COM CL A | COM | 9K | 133K | – |
APPLE,INC. | COM | 19K | 88K | – |
APPLIED MATERIALS | COM | 5K | 22K | – |
ARCH CAPITAL GROUP LTD | COM | 4K | 43K | – |
ASTRAZENECA ADR | COM | 4K | 46K | – |
AUTOZONE, INC. | COM | 4K | 1K | – |
BERKSHIRE HATHAWAY - CL A | COM | 612 | 1 | – |
BERKSHIRE HATHAWAY - CL B | COM | 25K | 60K | – |
BROWN FORMAN CL B | COM | 2K | 56K | – |
CHEVRON CORP. | COM | 11K | 68K | – |
CHUBB LIMITED | COM | 236 | 925 | – |
COCA COLA CO | COM | 982 | 15K | – |
COLGATE PALMOLIVE CO | COM | 416 | 4K | – |
CONOCOPHILLIPS COM | COM | 10K | 87K | – |
CORNING INC COM | COM | 1K | 28K | – |
CORTEVA INC. | COM | 481 | 9K | – |
COSTCO WHOLESALE CORP | COM | 3K | 3K | – |
CSX CORP COM | COM | 376 | 11K | – |
DISNEY WALT CO | COM | 204 | 2K | – |
EATON CORP PLC | COM | 5K | 16K | – |
EOG RESOURCES, INC. | COM | 10K | 78K | – |
EXPEDITORS INT'L OF WASHINGTON | COM | 5K | 37K | – |
EXXONMOBIL CORP | COM | 2K | 19K | – |
GENERAL DYNAMICS | COM | 4K | 12K | – |
HERSHEY COMPANY COM | COM | 8K | 45K | – |
HONEYWELL INTERNATIONAL | COM | 4K | 19K | – |
JOHNSON & JOHNSON | COM | 9K | 62K | – |
LULULEMON ATHLETICA, INC. | COM | 2K | 7K | – |
MERCK & CO.,INC. | COM | 5K | 40K | – |
MICROSOFT CORP | COM | 24K | 54K | – |
NESTLE S.A. ADR | COM | 4K | 41K | – |
NEWMONT MINING CORP | COM | 2K | 38K | – |
NVIDIA CORP | COM | 2K | 16K | – |
ORACLE CORP | COM | 4K | 31K | – |
PEPSICO INC COM | COM | 8K | 51K | – |
PHILIP MORRIS INTERNATIONAL,IN | COM | 3K | 34K | – |
PHILLIPS 66 | COM | 2K | 15K | – |
PROCTER & GAMBLE CO | COM | 7K | 42K | – |
SHERWIN-WILLIAMS COMPANY | COM | 298 | 1K | – |
STRYKER CORP COM | COM | 3K | 8K | – |
T ROWE PRICE GROUP,INC. | COM | 4K | 33K | – |
THE HOME DEPOT | COM | 203 | 590 | – |
UNION PACIFIC CORP COM | COM | 5K | 21K | – |
UNITED PARCEL SERVICE INC COM | COM | 6K | 47K | – |
VISA INC. | COM | 20K | 76K | – |