CRD: 115472
Hendershot Investments, Inc.
$1.1B Total AUM
$1.1B Disc. AUM
9.9% 3Y CAGR
6 Employees
526 ADV. Clients
32 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-01-1994
- Office Locations
- 1
Office Locations
-- Centreville VA
About Hendershot Investments, Inc.
Hendershot Investments, Inc. is a Centreville-based RIA. The firm has been operating for 32 years. Managing $1.1B in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
54 AVG AGE
$267.6M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
18.1 yrs AVG TENURE
6 Employees
4 Advisory Reps
4 RIA Reps
32yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
INGRID REARDON HENDERSHOT
Analyst, Chief Executive Officer, President
- CRD
- #2095265
- Ownership
- 50% but less than 75%
Available
Available
Available
CHARLES LEROY HENDERSHOT
Chief Compliance Officer, EXECUTIVE VICE PRESIDENT, TREASURER, Vice President
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 4 owners & executives
Unlock allContacts
SUSAN ORMISTON CHRIST CFA
Vice President
- CRD
- #4985718
Available
Available
Available
Robert Charles Reardon
Senior Vice President
- CRD
- #7549474
Available
Available
Available
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,070,570,296 | $865,457 |
| Non-Discretionary | $0 | -- |
| Total | $1,070,570,296 | $865,457 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available Private Funds:
Available Public Funds:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing