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HENDERSHOT INVESTMENTS, INC.

Advisory

N·

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM
$1.1B
1-Year AUM Growth
+8.5%
3-Year CAGR
+17.4%
Employees
4
Assets Under Management
Total AUM$1.1B
Discretionary AUM$1.1B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients517
Team
Total Employees4
Investment Advisers6
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record29
First FilingMar 11, 2004
Latest FilingMar 27, 2026
🔒 Full AUM trend chart and 29 historical filings spanning 22+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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