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- Custodian
- BNY Mellon · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-16-1977
- Office Locations
- 1
Office Locations
About Hendley & Co. Inc.
Hendley & Company is an independent, fee-based SEC-registered RIA (since 1977) providing discretionary portfolio management for individuals, corporations, and charitable endowments. The team builds diversified, tax-aware portfolios—often emphasizing high-quality common stocks held through market cycles and individual security selection for risk control and tax efficiency. Client assets are custodied with firms such as BNY Mellon or Pershing, with in-house reporting and performance history.
Team overview
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Asset Classes
Client Personas
CRM
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RENEE' MELICK SMITH
Portfolio Manager, President
- CRD
- #4650922
- Ownership
- 75% or more
ROBERT LEWIS SMITH
Beneficial Owner, Portfolio Manager
- CRD
- --
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $438,175,596 | $628,659 |
| Non-Discretionary | $0 | -- |
| Total | $438,175,596 | $628,659 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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 |
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