HENDERSHOT INVESTMENTS, INC.
Adviser information for HENDERSHOT INVESTMENTS, INC. last updated from Form ADV on March 27th, 2024. 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 | DECEMBER |
Legal Location | Virginia, United States |
Employees
Total Number of Employees | 5 |
---|---|
Investment Advisory/Research | 4 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 4 |
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 | 1,159 | $883.3M |
Non-Discretionary | 0 | $0 |
Total | 1,159 | $883.3M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 289 | $95.4M |
HNW Individuals | 218 | $712.4M |
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 | 6 | $9.1M |
Charitable organizations | 0 | $0 |
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 | 5 | $66.4M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 101-250 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesPublication of periodicals or newsletters |
---|---|
Compensation | % of AUMHourly chargesSubscription feesFixed fees |
Principal Office
5862 SADDLE DOWNS PLACECENTREVILLE
VA
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 703-361-6130, Fax: 703-817-0737
Websites
Chief Compliance Officer
CHARLES L HENDERSHOT
EXECUTIVE VICE PRESIDENT/TREASURER/CHIEF COMPLIANCE OFFICER
5862 SADDLE DOWNS PLACE
CENTREVILLE
VA
United States
Tel:
703-361-6130
Fax:
703-817-0737
C****@************************M
(Full email address available in API data)
Regulatory Contact
INGRID HENDERSHOT
PRESIDENT/CHIEF EXECUTIVE OFFICER
5862 SADDLE DOWNS PLACE
CENTREVILLE
VA
United States
Tel:
703-361-6130
Fax:
703-817-0737
I*****@************************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 |
---|---|---|---|---|---|
HENDERSHOT, INGRID, REARDON | Individual | – | PRESIDENT/CHIEF EXECUTIVE OFFICER | 07/1994 | 50-75% |
HENDERSHOT, CHARLES, LEROY | Individual | – | EXECUTIVE VICE PRESIDENT/TREASURER/CHIEF COMPLIANCE OFFICER | 07/1994 | 25-50% |
Reardon, Shawn, Michael | Individual | – | SENIOR VICE PRESIDENT AND DIRECTOR | 04/2015 | < 5% |
Notarianni, Giselle, Maureen | Individual | – | DIRECTOR | 04/2015 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 5th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ABBOTT LABS | COM | 871K | 8K | – |
ABBVIE INC | COM | 1M | 8K | – |
ACCENTURE PLC IRELAND | SHS CLASS A | 8M | 27K | – |
ALPHABET INC | CAP STK CL C | 6M | 35K | – |
ALPHABET INC | CAP STK CL A | 36M | 195K | – |
ALTRIA GROUP INC | COM | 437K | 10K | – |
AMAZON COM INC | COM | 580K | 3K | – |
AMERICAN EXPRESS CO | COM | 7M | 28K | – |
APPLE INC | COM | 46M | 217K | – |
ARTISAN PARTNERS ASSET MGMT | CL A | 474K | 11K | – |
AUTOMATIC DATA PROCESSING IN | COM | 17M | 70K | – |
BANK NEW YORK MELLON CORP | COM | 472K | 8K | – |
BERKSHIRE HATHAWAY INC DEL | CL A | 2M | 4 | – |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 97M | 239K | – |
BK OF AMERICA CORP | COM | 3M | 66K | – |
BOOKING HOLDINGS INC | COM | 24M | 6K | – |
BOOZ ALLEN HAMILTON HLDG COR | CL A | 215K | 1K | – |
BP PLC | SPONSORED ADR | 288K | 8K | – |
BRISTOL-MYERS SQUIBB CO | COM | 142K | 3K | – |
BROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | 359K | 9K | – |
BROOKFIELD CORP | CL A LTD VT SH | 2M | 49K | – |
BROWN FORMAN CORP | CL B | 296K | 7K | – |
BURKE HERBERT FINL SVCS CORP | COM | 773K | 15K | – |
CANADIAN NATL RY CO | COM | 11M | 92K | – |
CHEVRON CORP NEW | COM | 2M | 13K | – |
CISCO SYS INC | COM | 9M | 198K | – |
COCA COLA CO | COM | 768K | 12K | – |
COGNIZANT TECHNOLOGY SOLUTIO | CLA | 15M | 218K | – |
COMCAST CORP NEW | CLA | 170K | 4K | – |
CONOCOPHILLIPS | COM | 162K | 1K | – |
CONSOLIDATED EDISON INC | COM | 792K | 9K | – |
CONSTELLATION ENERGY CORP | COM | 1M | 7K | – |
CORPAY INC | COM SHS | 8M | 30K | – |
COSTCO WHSL CORP NEW | COM | 606K | 713 | – |
CSW INDUSTRIALS INC | COM | 238K | 897 | – |
DISNEY WALT CO | COM | 2M | 20K | – |
DOMINION ENERGY INC | COM | 656K | 13K | – |
DUKE ENERGY CORP NEW | COM NEW | 507K | 5K | – |
EDWARDS LIFESCIENCES CORP | COM | 178K | 2K | – |
EXELON CORP | COM | 290K | 8K | – |
EXXON MOBIL CORP | COM | 923K | 8K | – |
FACTSET RESH SYS INC | COM | 5M | 12K | – |
FARMERS & MERCHANTS BANCORP | COM | 141K | 30 | – |
FASTENAL CO | COM | 7M | 108K | – |
FEDEX CORP | COM | 344K | 1K | – |
GENERAL DYNAMICS CORP | COM | 12M | 42K | – |
GENTEX CORP | COM | 21M | 631K | – |
GENUINE PARTS CO | COM | 17M | 121K | – |
HONEYWELL INTL INC | COM | 190K | 889 | – |
HORMEL FOODS CORP | COM | 2M | 53K | – |
ILLINOIS TOOL WKS INC | COM | 686K | 3K | – |
INTUITIVE SURGICAL INC | COM NEW | 308K | 693 | – |
ISHARES TR | IBONDS DEC 2032 | 200K | 8K | – |
ISHARES TR | IBONDS DEC 2033 | 200K | 8K | – |
INVESCO QQQ TR | UNIT SER 1 | 229K | 477 | – |
JOHNSON & JOHNSON | COM | 22M | 147K | – |
JPMORGAN CHASE & CO | COM | 2M | 8K | – |
JUNIPER NETWORKS INC | COM | 226K | 6K | – |
KIMBERLY-CLARK CORP | COM | 262K | 2K | – |
KINSALE CAP GROUP INC | COM | 4M | 11K | – |
L3HARRIS TECHNOLOGIES INC | COM | 303K | 1K | – |
LILLY ELI & CO | COM | 2M | 3K | – |
MANULIFE FINL CORP | COM | 549K | 21K | – |
MARRIOTT INTL INC NEW | CL A | 292K | 1K | – |
MASTERCARD INC | CL A | 15M | 35K | – |
MCCORMICK & CO INC | COM NON VTG | 240K | 3K | – |
MCDONALDS CORP | COM | 949K | 4K | – |
MERCK & CO. INC | COM | 2M | 14K | – |
META PLATFORMS INC | CL A | 8M | 16K | – |
METLIFE INC | COM | 144K | 2K | – |
MICROSOFT CORP | COM | 25M | 56K | – |
MOLINA HEALTHCARE INC | COM | 7M | 23K | – |
MONDELEZ INTL INC | CL A | 819K | 13K | – |
MUELLER WTR PRODS INC | COM SER A | 287K | 16K | – |
NIKE INC | CL B | 7M | 86K | – |
NORFOLK SOUTHN CORP | COM | 544K | 3K | – |
NOVARTIS AG | SPONSORED ADR | 333K | 3K | – |
NVIDIA CORPORATION | COM | 456K | 4K | – |
OGE ENERGY CORP | COM | 214K | 6K | – |
ONEOK INC NEW | COM | 846K | 10K | – |
ORACLE CORP | COM | 14M | 99K | – |
OTTER TAIL CORP | COM | 438K | 5K | – |
PAYCHEX INC | COM | 8M | 66K | – |
PEPSICO INC | COM | 17M | 105K | – |
PFIZER INC | COM | 618K | 22K | – |
PHILIP MORRIS INTL INC | COM | 871K | 9K | – |
PHILLIPS EDISON & CO INC | COMMON STOCK | 455K | 14K | – |
POTLATCHDELTIC CORPORATION | COM | 131K | 3K | – |
PROCTER & GAMBLE CO | COM | 3M | 16K | – |
PROLOGIS INC. | COM | 1M | 9K | – |
PUBLIC STORAGE | COM | 957K | 3K | – |
PULTE GROUP INC | COM | 4M | 40K | – |
RTX CORPORATION | COM | 18M | 181K | – |
REALTY INCOME CORP | COM | 369K | 7K | – |
RESMED INC | COM | 8M | 44K | – |
ROSS STORES INC | COM | 11M | 74K | – |
S&P GLOBAL INC | COM | 210K | 470 | – |
SANDY SPRING BANCORP INC | COM | 202K | 8K | – |
SCHWAB STRATEGIC TR | US SML CAP ETF | 547K | 12K | – |
SCHWAB STRATEGIC TR | US BRD MKT ETF | 2M | 28K | – |
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 167K | 2K | – |
SCHWAB STRATEGIC TR | US MID-CAP ETF | 536K | 7K | – |
SCHWAB STRATEGIC TR | SHT TM US TRES | 21K | 445 | – |
SCHWAB STRATEGIC TR | INTRM TRM TRES | 2M | 50K | – |
STARBUCKS CORP | COM | 10M | 128K | – |
STRYKER CORP | COM | 4M | 12K | – |
TESLA INC | COM | 127K | 640 | – |
TEXAS PAC LD CORP | COM | 1M | 2K | – |
TEXAS ROADHOUSE INC | COM | 9M | 51K | – |
TJX COS INC NEW | COM | 28M | 250K | – |
TOTALENERGIES SE | SPONSORED ADS | 709K | 11K | – |
TRACTOR SUPPLY CO | COM | 10M | 36K | – |
TRANE TECHNOLOGIES PLC | SHS | 377K | 1K | – |
ULTA BEAUTY INC | COM | 8M | 22K | – |
UNITED PARCEL SERVICE INC | CL B | 9M | 63K | – |
UNITEDHEALTH GROUP INC | COM | 21M | 41K | – |
UNIVEST FINANCIAL CORPORATIO | COM | 175K | 8K | – |
US BANCORP DEL | COM NEW | 350K | 9K | – |
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 870K | 12K | – |
VANGUARD INDEX FDS | TOTAL STK MKT | 2M | 9K | – |
VANGUARD MALVERN FDS | STRM INFPROIDX | 636K | 13K | – |
VANGUARD MUN BD FDS | TAX EXEMPT BD | 548K | 11K | – |
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 265K | 1K | – |
VANGUARD WHITEHALL FDS | INTL DVD ETF | 644K | 8K | – |
VERIZON COMMUNICATIONS INC | COM | 170K | 4K | – |
VISA INC | COM CL A | 17M | 64K | – |
VSE CORP | COM | 2M | 26K | – |
WALMART INC | COM | 817K | 12K | – |
WEC ENERGY GROUP INC | COM | 820K | 10K | – |
WELLTOWER INC | COM | 536K | 5K | – |
YUM BRANDS INC | COM | 267K | 2K | – |